SA
BAI

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

Scarborough 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 		$26M Sell
531,057
-96,549
-15% -$4.39M 2.98% 9
2026
Q1 		$20.7M Buy
627,606
+117,287
+23% +$4.03M 2.26% 14
2025
Q4 		$17M Buy
510,319
+22,061
+5% +$765K 2.87% 13
2025
Q3 		$16.7M Buy
488,258
+273,238
+127% +$8.62M 2.94% 12
2025
Q2 		$6.2M Buy
+215,020
New +$5.26M 1.23% 21

Other funds holding BAI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 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

Scarborough Advisors's BAI Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 15% in Q2 2026, selling an estimated $4.39M and leaving 531,057 shares worth $26M. The position accounts for 2.98% of the portfolio, ranked #9.

Scarborough Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Scarborough Advisors held 531,057 shares of iShares A.I. Innovation and Tech Active ETF worth $26M as of Q2 2026.
  • Scarborough Advisors sold 96,549 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $4.39M.
  • iShares A.I. Innovation and Tech Active ETF made up 2.98% of Scarborough Advisors's portfolio in Q2 2026, its #9 holding.
  • Scarborough Advisors first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.