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Castleview Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Castleview Partners’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 		$708K Buy
15,008
+2,984
+25% +$134K 0.31% 76
2026
Q2 		$634K Buy
+12,024
New +$546K 0.28% 84

Other funds holding BAI

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Castleview Partners's BAI Position: Q3 2026 in Review

Castleview Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 25% in Q3 2026, buying an estimated $134K and bringing the position to 15,008 shares worth $708K. The position accounts for 0.31% of the portfolio, ranked #76.

Castleview Partners first reported a position in BAI in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Castleview Partners held 15,008 shares of iShares A.I. Innovation and Tech Active ETF worth $708K as of Q3 2026.
  • Castleview Partners bought 2,984 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $134K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.31% of Castleview Partners's portfolio in Q3 2026, its #76 holding.
  • Castleview Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.