Clark Wealth Partners
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2107657
O'FALLON, IL
Position in BAI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$15,189
-$2,626 QoQ
Shares Held
461
-13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,189 | 461 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,815 | 535 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,275 | 535 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||