Joel Isaacson & Co’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Joel Isaacson & Co’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	$1.2M	Buy	+22,701	New	+$1.03M	0.03%	180

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joel Isaacson & Co's BAI Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026: 22,701 shares worth $1.2M. The stake represents 0.03% of the portfolio and ranks #180 among its holdings.

437 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Joel Isaacson & Co held 22,701 shares of iShares A.I. Innovation and Tech Active ETF worth $1.2M as of Q2 2026.
iShares A.I. Innovation and Tech Active ETF was a new Joel Isaacson & Co position in Q2 2026.
iShares A.I. Innovation and Tech Active ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #180 holding.
437 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.