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SWMG, LLC

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

CIK 1839255 FORT WORTH, TX

Position in BAI

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$8,592,668
+$366,536 QoQ
Shares Held
260,779
+5.6% QoQ
Ownership
of shares outstanding
% of Portfolio
22.96%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,592,668 260,779
2025-12-31 $8,226,132 247,031
2025-09-30 $7,735,907 226,461
2025-06-30 $2,533,664 87,822