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iShares S&P 500 Index shares owned by Bay Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bay Capital Advisors from 13F filings

Historical chart of Bay Capital Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index 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 500 Index by Bay Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 2.6k 669.20
2025-06-30 $1.6M 2.5k 620.86
2025-03-31 $1.5M 2.6k 561.91

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 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index