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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Shared Vision Wealth Group's BAI Position: Q1 2026 in Review

Shared Vision Wealth Group increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 13% in Q1 2026, buying an estimated $344K and bringing the position to 85,488 shares worth $2.82M. The position accounts for 1.15% of the portfolio, ranked #22.

Shared Vision Wealth Group first reported a position in BAI in Q2 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

Shared Vision Wealth Group held 85,488 shares of iShares A.I. Innovation and Tech Active ETF worth $2.82M as of Q1 2026.
Shared Vision Wealth Group bought 10,020 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $344K.
iShares A.I. Innovation and Tech Active ETF made up 1.15% of Shared Vision Wealth Group's portfolio in Q1 2026, its #22 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 4 quarters since.
539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.