Long Run Wealth Advisors, LLC IDGT — ISHARES TR

Ownership history in Long Run Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Long Run Wealth Advisors, LLC reported ISHARES TR (IDGT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2024 Q4. The latest visible filing shows IDGT at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Long Run Wealth Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IDGT was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IDGT stock page Long Run Wealth Advisors, LLC fund profile Long Run Wealth Advisors, LLC full holdings
How Long Run Wealth Advisors, LLC held IDGT — position size vs. price
% of Fund (quarterly)    IDGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 45,769 +747 +1.7% 0.73% $3.9M 2026-02-14 (Est.) $96.98
2025 Q3 REDUCED — — — 45,022 -226 -0.5% 0.77% $3.9M 2025-10-09 $87.40
2025 Q2 REDUCED — — — 45,248 -1,595 -3.4% 0.79% $3.8M 2025-08-06 $82.75
2025 Q1 ADDED — — — 46,843 +4,973 +11.9% 0.78% $3.5M 2025-04-10 $67.79
2024 Q4 INITIATED — — — 41,870 — — 0.81% $3.4M 2025-01-27 $78.30

🏢 Other funds also holding IDGT

As of 2026 Q1 — sorted by position size

High Point Wealth Management, LLC 0.3% Krilogy Financial LLC 3Y 7Y 0.04% Spire Wealth Management 3Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0% PRIVATE TRUST CO NA 3Y 7Y 0.0% Estate Planners Group, LLC 0.0% Sound Income Strategies, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Long Run Wealth Advisors, LLC and IDGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Long Run Wealth Advisors, LLC reported owning IDGT?

Long Run Wealth Advisors, LLC reported IDGT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IDGT position in Long Run Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IDGT was 0.81% in 2024 Q4.

What is the latest reported IDGT position on this page?

The most recent filing on this page is 2025 Q4, when Long Run Wealth Advisors, LLC reported 45,769 shares, equal to 0.73% of portfolio, with an estimated market value of $3.9M.

What does the chart on this IDGT ownership page compare?

The chart compares Long Run Wealth Advisors, LLC's quarterly IDGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Long Run Wealth Advisors, LLC time their IDGT position?

Based on 13F filing dates vs. subsequent IDGT price moves, Long Run Wealth Advisors, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IDGT relative to SPY over the holding period was +7.3%.

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