TWCA
BAI

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

Two West Capital 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 		$1.1M Sell
25,825
-1,506
-6% -$68.4K 0.55% 34
2026
Q1 		$1.13M Buy
27,331
+6,329
+30% +$217K 0.6% 36
2025
Q4 		$699K Buy
21,002
+4,826
+30% +$167K 0.41% 44
2025
Q3 		$578K Buy
16,176
+9,194
+132% +$290K 0.35% 48
2025
Q2 		$213K Buy
+6,982
New +$171K 0.14% 87

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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 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

Two West Capital Advisors's BAI Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.5% in Q2 2026, selling an estimated $68.4K and leaving 25,825 shares worth $1.1M. The position accounts for 0.55% of the portfolio, ranked #34.

Two West Capital Advisors first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q1 2026. 224 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Two West Capital Advisors held 25,825 shares of iShares A.I. Innovation and Tech Active ETF worth $1.1M as of Q2 2026.
  • Two West Capital Advisors sold 1,506 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $68.4K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.55% of Two West Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Two West Capital 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.
  • Two West Capital Advisors's iShares A.I. Innovation and Tech Active ETF position peaked at $1.13M in Q1 2026.
  • 224 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.