JFS WEALTH ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1568068
HERMITAGE, PA
Position in BAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,187,913
-$144,586 QoQ
Shares Held
36,052
-9.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,187,913 | 36,052 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,332,499 | 40,015 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,342,897 | 39,312 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,534 | 1,509 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $33,032 | 1,509 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||