RWS
BAI

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

Retirement Wealth Solutions’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 		$3.01M Sell
57,136
-2,601
-4% -$118K 1.66% 15
2026
Q1 		$1.97M Buy
59,737
+8,014
+15% +$275K 1.24% 21
2025
Q4 		$1.72M Buy
51,723
+606
+1% +$21K 1.09% 22
2025
Q3 		$1.75M Buy
51,117
+34,316
+204% +$1.08M 1.15% 23
2025
Q2 		$485K Buy
+16,801
New +$411K 0.35% 38

Other funds holding BAI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Retirement Wealth Solutions's BAI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 4.4% in Q2 2026, selling an estimated $118K and leaving 57,136 shares worth $3.01M. The position accounts for 1.66% of the portfolio, ranked #15.

Retirement Wealth Solutions first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Retirement Wealth Solutions held 57,136 shares of iShares A.I. Innovation and Tech Active ETF worth $3.01M as of Q2 2026.
  • Retirement Wealth Solutions sold 2,601 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $118K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.66% of Retirement Wealth Solutions's portfolio in Q2 2026, its #15 holding.
  • Retirement Wealth Solutions first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.