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Intelligence Driven Advisers’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Intelligence Driven Advisers’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 		$6.01M Sell
127,348
-3,518
-3% -$158K 1.04% 16
2026
Q2 		$6.9M Sell
130,866
-9,423
-7% -$428K 1.12% 17
2026
Q1 		$4.62M Buy
140,289
+71
+0.1% +$2.44K 0.81% 18
2025
Q4 		$4.67M Buy
+140,218
New +$4.86M 0.67% 20

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
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
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Intelligence Driven Advisers's BAI Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 2.7% in Q3 2026, selling an estimated $158K and leaving 127,348 shares worth $6.01M. The position accounts for 1.04% of the portfolio, ranked #16.

Intelligence Driven Advisers first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.9M in Q2 2026. 23 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Intelligence Driven Advisers held 127,348 shares of iShares A.I. Innovation and Tech Active ETF worth $6.01M as of Q3 2026.
  • Intelligence Driven Advisers sold 3,518 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $158K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #16 holding.
  • Intelligence Driven Advisers first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Intelligence Driven Advisers's iShares A.I. Innovation and Tech Active ETF position peaked at $6.9M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.