Modern Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2001900
KANSAS CITY, MO
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,750,077
+$10,637,030 QoQ
Shares Held
355,654
+44.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#34
of 180 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $18,750,077 | 355,654 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,113,047 | 246,223 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,399,227 | 162,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,352,666 | 98,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $985,285 | 34,152 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||