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

Networth 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 Q3	$7.63K	Sell	162 -41	-20%	-$1.84K	﹤0.01%	194
2026 Q2	$10.7K	Sell	203 -46	-18%	-$2.09K	0.01%	180
2026 Q1	$8.2K	Buy	249 +2	+0.8%	+$69	0.01%	209
2025 Q4	$8.22K	Buy	+247	New	+$8.56K	0.01%	163

Other funds holding BAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Networth Advisors's BAI Position: Q3 2026 in Review

Networth Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 20% in Q3 2026, selling an estimated $1.84K and leaving 162 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Networth Advisors first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.7K in Q2 2026. 426 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

Networth Advisors held 162 shares of iShares A.I. Innovation and Tech Active ETF worth $7.63K as of Q3 2026.
Networth Advisors sold 41 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $1.84K.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #194 holding.
Networth Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
Networth Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $10.7K in Q2 2026.
426 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.