Physician Wealth Advisors, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1795173
MIDVALE, UT
Position in BAI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$12,728,057
+$439,192 QoQ
Shares Held
386,284
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,728,057 | 386,284 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,288,865 | 369,035 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,621,368 | 340,204 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,913,012 | 135,633 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $11,820 | 540 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $14,623 | 540 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||