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iShares S&P MidCap 400 Growth shares owned by Bay Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Bay Capital Advisors from 13F filings

Historical chart of Bay Capital Advisors investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Bay Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Bay Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 3.7k 95.89
2025-06-30 $339k 3.7k 90.98
2025-03-31 $310k 3.7k 83.28

More positions owned by Bay Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
NVIDIA Corporation (NVDA)

View all positions for Bay Capital Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth