Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors »

iShares Morningstar Large Value shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors from 13F filings

Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $392k 4.2k 94.35
2025-09-30 $358k 4.0k 90.01

More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
DNP Select Income Fund (DNP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Equitable Holdings
UBS Group
Raymond James Financial
LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Woodard & Co Asset Management Group
SPC Financial
AlphaCore Capital
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth

View all funds holding iShares Morningstar Large Value