IIM
BAI

IFC & Insurance Marketing’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-204
Closed -$7K – 743
2025
Q4 		$7K Buy
+204
New +$7.07K 0.01% 464

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFC & Insurance Marketing's BAI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026, closing a stake of 204 shares — an estimated $7K sold.

IFC & Insurance Marketing first reported a position in BAI in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 543 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 204 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $7K.
  • IFC & Insurance Marketing first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares A.I. Innovation and Tech Active ETF position peaked at $7K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.