BHPW
BAI

Box Hill Private Wealth’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Box Hill Private Wealth’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$734K Buy
15,547
+896
+6% +$40.1K 0.53% 33
2026
Q2 		$772K Buy
14,651
+6,879
+89% +$313K 0.62% 33
2026
Q1 		$256K Buy
+7,772
New +$267K 0.25% 53

Other funds holding BAI

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Box Hill Private Wealth's BAI Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 6.1% in Q3 2026, buying an estimated $40.1K and bringing the position to 15,547 shares worth $734K. The position accounts for 0.53% of the portfolio, ranked #33.

Box Hill Private Wealth first reported a position in BAI in Q1 2026 and has held it in 3 quarters since. The position peaked at $772K in Q2 2026. 4 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Box Hill Private Wealth held 15,547 shares of iShares A.I. Innovation and Tech Active ETF worth $734K as of Q3 2026.
  • Box Hill Private Wealth bought 896 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $40.1K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.53% of Box Hill Private Wealth's portfolio in Q3 2026, its #33 holding.
  • Box Hill Private Wealth first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Box Hill Private Wealth's iShares A.I. Innovation and Tech Active ETF position peaked at $772K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.