RCS Financial Planning, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1963347
ANNAPOLIS, MD
Position in BAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$332,037
-$1,362,699 QoQ
Shares Held
10,077
-80.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.65%
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 | $332,037 | 10,077 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,694,736 | 50,893 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,480,289 | 43,334 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $530,782 | 18,398 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||