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

WJ Wealth Management’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
2025
Q2 		– Sell
-7,400
Closed -$213K – 101
2025
Q1 		$213K Buy
+7,400
New +$223K 0.08% 76

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VAS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WJ Wealth Management's BALI Position: Q2 2025 in Review

WJ Wealth Management sold out of iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2025, closing a stake of 7,400 shares — an estimated $213K sold.

WJ Wealth Management first reported a position in BALI in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 83 funds tracked by Wall St. Rank hold BALI as of Q2 2025.

  • WJ Wealth Management reported no remaining iShares U.S. Large Cap Premium Income Active ETF position as of Q2 2025 after selling out during the quarter.
  • WJ Wealth Management sold 7,400 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2025, an estimated $213K.
  • WJ Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2025 and held it in 1 quarter.
  • WJ Wealth Management's iShares U.S. Large Cap Premium Income Active ETF position peaked at $213K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2025.

Based on WJ Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.