Rothschild Wealth LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1811345
OAK BROOK, IL
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,724,038
+$2,873,635 QoQ
Shares Held
203,415
-14.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#46
of 180 holders
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,724,038 | 203,415 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,850,403 | 238,252 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,060,066 | 212,014 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,200,587 | 93,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,405,484 | 83,379 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||