Marks Group Wealth Management, Inc
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1802473
MINNETONKA, MN
Position in BAI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,385,907
+$757,775 QoQ
Shares Held
193,806
+14.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,385,907 | 193,806 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,628,132 | 169,013 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,469,562 | 130,842 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,154,402 | 74,676 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||