Brookwood Investment Group LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2066812
PHOENIX, AZ
Position in BAI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,113,215
+$24,372 QoQ
Shares Held
33,785
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
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 | $1,113,215 | 33,785 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,088,843 | 32,698 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $426,658 | 12,490 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $350,440 | 12,147 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||