MSFP
BAI

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$461K Buy
15,980
+2,600
+19% +$75K 0.25% 60
2025
Q1 		$293K Buy
13,380
+8,100
+153% +$177K 0.16% 76
2024
Q4 		$143K Buy
+5,280
New +$143K 0.08% 105