Gunpowder Capital Management, LLC dba Oliver Wealth Management »

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

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) 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 Value Index

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 206 131.59

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 Value Index

FMR
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Cullen Frost Bankers
LPL Financial
Raymond James Financial
Ameriprise Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Value Index