White Sand Wealth Management LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

White Sand Wealth Management LLC’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.06M	Buy	+8,265	New	+$1.12M	0.76%	16

Other funds holding IJS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

White Sand Wealth Management LLC's IJS Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026: 8,265 shares worth $1.06M. The stake represents 0.76% of the portfolio and ranks #16 among its holdings.

793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

White Sand Wealth Management LLC held 8,265 shares of iShares S&P Small-Cap 600 Value ETF worth $1.06M as of Q3 2026.
iShares S&P Small-Cap 600 Value ETF was a new White Sand Wealth Management LLC position in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.76% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #16 holding.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.