SWM
BAI

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

SigFig Wealth Management’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 		$5.53M Buy
117,149
+3,681
+3% +$165K 0.14% 48
2026
Q2 		$5.77M Sell
113,468
-33,417
-23% -$1.52M 0.15% 47
2026
Q1 		$4.84M Buy
146,885
+7,465
+5% +$256K 0.14% 49
2025
Q4 		$4.64M Buy
139,420
+7,954
+6% +$276K 0.14% 58
2025
Q3 		$4.48M Buy
131,466
+80,801
+159% +$2.55M 0.14% 59
2025
Q2 		$1.45M Buy
+50,665
New +$1.24M 0.05% 89

Other funds holding BAI

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

SigFig Wealth Management's BAI Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 3.2% in Q3 2026, buying an estimated $165K and bringing the position to 117,149 shares worth $5.53M. The position accounts for 0.14% of the portfolio, ranked #48.

SigFig Wealth Management first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.77M in Q2 2026. 15 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • SigFig Wealth Management held 117,149 shares of iShares A.I. Innovation and Tech Active ETF worth $5.53M as of Q3 2026.
  • SigFig Wealth Management bought 3,681 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $165K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.14% of SigFig Wealth Management's portfolio in Q3 2026, its #48 holding.
  • SigFig Wealth Management first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 6 quarters since.
  • SigFig Wealth Management's iShares A.I. Innovation and Tech Active ETF position peaked at $5.77M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.