Shared Vision Wealth Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Shared Vision Wealth Group’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	$3.47M	Sell	65,784 -19,704	-23%	-$895K	1.19%	18
2026 Q1	$2.82M	Buy	85,488 +10,020	+13%	+$344K	1.15%	22
2025 Q4	$2.61M	Buy	75,468 +7,729	+11%	+$268K	1.06%	25
2025 Q3	$2.32M	Buy	67,739 +49,824	+278%	+$1.57M	0.98%	24
2025 Q2	$559K	Buy	+17,915	New	+$439K	0.28%	46

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Shared Vision Wealth Group's BAI Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 23% in Q2 2026, selling an estimated $895K and leaving 65,784 shares worth $3.47M. The position accounts for 1.19% of the portfolio, ranked #18.

Shared Vision Wealth Group first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

Shared Vision Wealth Group held 65,784 shares of iShares A.I. Innovation and Tech Active ETF worth $3.47M as of Q2 2026.
Shared Vision Wealth Group sold 19,704 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $895K.
iShares A.I. Innovation and Tech Active ETF made up 1.19% of Shared Vision Wealth Group's portfolio in Q2 2026, its #18 holding.
Shared Vision Wealth Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.