IAA
BAI

Independent Advisor Alliance’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Independent Advisor Alliance’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
Q2 		$286K Sell
5,430
-8,944
-62% -$406K 0.01% 850
2026
Q1 		$474K Buy
+14,374
New +$493K 0.01% 1129

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Independent Advisor Alliance's BAI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 62% in Q2 2026, selling an estimated $406K and leaving 5,430 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #850.

Independent Advisor Alliance first reported a position in BAI in Q1 2026 and has held it in 2 quarters since. The position peaked at $474K in Q1 2026. 660 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Independent Advisor Alliance held 5,430 shares of iShares A.I. Innovation and Tech Active ETF worth $286K as of Q2 2026.
  • Independent Advisor Alliance sold 8,944 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $406K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #850 holding.
  • Independent Advisor Alliance first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Advisor Alliance's iShares A.I. Innovation and Tech Active ETF position peaked at $474K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.