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Ishares Ai Invatn And Tec Act Etf shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Ishares Ai Invatn And Tec Act Etf

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All positions including Ishares Ai Invatn And Tec Act Etf held by Sterling Group Wealth Management 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.6M 163k 52.72

More positions owned by Sterling Group Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
RBB F/m Us Treasury (TBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Spdr Index Shs Fds St Str Acwi Etf (CWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
RBB Us Trsry 6 Mnth (XBIL)
Microsoft Corporation (MSFT)

View all positions for Sterling Group Wealth Management

Top funds holding Ishares Ai Invatn And Tec Act Etf

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

View all funds holding Ishares Ai Invatn And Tec Act Etf