Mark Sheptoff Financial Planning’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BAI Stock Details BAI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.55M	Buy
2025 Q2	$461K	Buy
2025 Q1	$293K	Buy
2024 Q4	$143K	Buy