IWA
BAI

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

Independent Wealth Advisors’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 		$322K Buy
+6,106
New +$277K 0.29% 61
2026
Q1 		– Sell
-6,047
Closed -$201K – 71
2025
Q4 		$201K Buy
+6,047
New +$210K 0.21% 63

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 Wealth Advisors's BAI Position: Q2 2026 in Review

Independent Wealth Advisors opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 6,106 shares worth $322K. The stake represents 0.29% of the portfolio and ranks #61 among its holdings. This is a return to the name: Independent Wealth Advisors previously reported a position in BAI as recently as Q4 2025.

Independent Wealth Advisors first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Independent Wealth Advisors held 6,106 shares of iShares A.I. Innovation and Tech Active ETF worth $322K as of Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Independent Wealth Advisors position in Q2 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.29% of Independent Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Independent Wealth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.