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

West 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 Q3	$20.2M	Sell	427,987 -23,595	-5%	-$1.06M	3.13%	9
2026 Q2	$23.8M	Sell	451,582 -59,606	-12%	-$2.71M	3.89%	6
2026 Q1	$16.8M	Buy	511,188 +42,781	+9%	+$1.47M	3.33%	11
2025 Q4	$15.6M	Buy	468,407 +45,654	+11%	+$1.58M	3.24%	12
2025 Q3	$14.8M	Buy	422,753 +266,111	+170%	+$8.4M	3.33%	11
2025 Q2	$4.93M	Buy	+156,642	New	+$3.83M	1.23%	17

Other funds holding BAI

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

West Wealth Group's BAI Position: Q3 2026 in Review

West Wealth Group reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.2% in Q3 2026, selling an estimated $1.06M and leaving 427,987 shares worth $20.2M. The position accounts for 3.13% of the portfolio, ranked #9.

West Wealth Group first reported a position in BAI in Q2 2025 and has held it in 6 quarters since. The position peaked at $23.8M in Q2 2026. 163 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

West Wealth Group held 427,987 shares of iShares A.I. Innovation and Tech Active ETF worth $20.2M as of Q3 2026.
West Wealth Group sold 23,595 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $1.06M.
iShares A.I. Innovation and Tech Active ETF made up 3.13% of West Wealth Group's portfolio in Q3 2026, its #9 holding.
West Wealth Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 6 quarters since.
West Wealth Group's iShares A.I. Innovation and Tech Active ETF position peaked at $23.8M in Q2 2026.
163 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.