West Wealth Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

West Wealth Group’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Buy	8,254 +1,634	+25%	+$54K	0.05%	120
2026 Q1	$204K	Sell	6,620 -134	-2%	-$4.26K	0.04%	129
2025 Q4	$214K	Buy	6,754 +5	+0.1%	+$158	0.04%	120
2025 Q3	$211K	Sell	6,749 -103	-2%	-$3.17K	0.05%	121
2025 Q2	$209K	Buy	+6,852	New	+$195K	0.05%	106

Other funds holding BALI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

West Wealth Group's BALI Position: Q2 2026 in Review

West Wealth Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 25% in Q2 2026, buying an estimated $54K and bringing the position to 8,254 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #120.

West Wealth Group first reported a position in BALI in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

West Wealth Group held 8,254 shares of iShares U.S. Large Cap Premium Income Active ETF worth $279K as of Q2 2026.
West Wealth Group bought 1,634 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $54K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #120 holding.
West Wealth Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q2 2025 and has held it in 5 quarters since.
179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.