West Wealth Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1923591
Irvine, CA
Position in BAI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,843,644
+$1,245,691 QoQ
Shares Held
511,188
+9.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.96%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,843,644 | 511,188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,597,953 | 468,407 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,441,242 | 422,753 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,519,121 | 156,642 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||