Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Gunpowder Capital Management, LLC dba Oliver Wealth Management »

iShares S&P MidCap 400 Index shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management from 13F filings

Historical chart of Gunpowder Capital Management, LLC dba Oliver Wealth Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Gunpowder Capital Management, LLC dba Oliver Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P MidCap 400 Index by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$148k	2.2k	66.00

More positions owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Spdr Gold Shares Gold Shs (GLD)

Apple (AAPL)

Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)

Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Ishares Gold Tr Ishares Ishares New (IAU)

Spdr S&p 500 Etf Tr Unit (SPY)

Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Meta Platforms Incorporated Class A Cl A (META)

Palantir Technologies Incorporated Class A Cl A (PLTR)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Wal-Mart Stores (WMT)

Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)

Microsoft Corporation (MSFT)

View all positions for Gunpowder Capital Management, LLC dba Oliver Wealth Management

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company

Bank of New York Mellon

Wells Fargo & Company

FMR

Raymond James Financial

Envestnet Asset Management

First Command Advisory Services

Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z