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Ishares Ai Invatn And Tec Act Etf shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in Ishares Ai Invatn And Tec Act Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ai Invatn And Tec Act Etf held by Davis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 64k 32.95

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Ameriprise Financial
Morgan Stanley
OpenArc Corporate Advisory
Sagespring Wealth Partners
Bank of America Corporation
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
CWM
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management

View all funds holding Ishares Ai Invatn And Tec Act Etf