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Ishares Ai Invatn And Tec Act Etf shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 423k 34.94
2025-06-30 $4.9M 157k 31.49

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Park Avenue Securities
CWM
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Ameriprise Financial
Goss Wealth Management
Bank of New York Mellon
Resources Investment Advisors
Foundations Investment Advisors
JB Capital

View all funds holding Ishares Ai Invatn And Tec Act Etf