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KWB Wealth

Position in BAI — iShares A.I. Innovation and Tech Active ETF

CIK 1822236 REDLANDS, CA

Position in BAI

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$13,749,639
-$334,729 QoQ
Shares Held
417,288
-1.3% QoQ
Ownership
of shares outstanding
% of Portfolio
9.53%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,749,639 417,288
2025-12-31 $14,084,368 422,954
2025-09-30 $6,968,195 203,987