SHP Wealth Management
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1807060
PLYMOUTH, MA
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,242
+$17,977 QoQ
Shares Held
365
+860.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#173
of 180 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,242 | 365 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,265 | 38 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||