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Ishares Ai Invatn And Tec Act Etf shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Ishares Ai Invatn And Tec Act Etf

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All positions including Ishares Ai Invatn And Tec Act Etf held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 40k 33.30
2025-09-30 $1.3M 39k 34.16
2025-06-30 $44k 1.5k 28.85
2025-03-31 $33k 1.5k 21.89

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Jpmorgan Chase & Co
Ameriprise Financial
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
CWM
Sagespring Wealth Partners
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management
Bank of New York Mellon
Raymond James Financial

View all funds holding Ishares Ai Invatn And Tec Act Etf