Integrated Wealth Management
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2113155
UNIONTOWN, OH
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,098,210
+$196,369 QoQ
Shares Held
20,831
-23.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.15%
of 13F equity value
Holder Rank
#109
of 180 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,210 | 20,831 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $901,841 | 27,370 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $931,800 | 27,982 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||