Barnes Wealth Management Group, Inc
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2066194
Bakersfield, CA
Position in BAI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,070,446
+$79,972 QoQ
Shares Held
62,836
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.46%
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 | $2,070,446 | 62,836 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,990,474 | 59,774 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,975,951 | 57,844 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $845,333 | 29,301 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||