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

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) 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 Mid Value Idx

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

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Quarterly reported holdings in iShares Morningstar Mid Value Idx 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 $302k 3.7k 82.34
2025-09-30 $275k 3.4k 80.35

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

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