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White Sand Wealth Management LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

White Sand Wealth Management LLC’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.47M Buy
+10,704
New +$1.5M 1.06% 13

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

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

White Sand Wealth Management LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 10,704 shares worth $1.47M. The stake represents 1.06% of the portfolio and ranks #13 among its holdings.

1,063 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • White Sand Wealth Management LLC held 10,704 shares of iShares Russell Mid-Cap Growth ETF worth $1.47M as of Q3 2026.
  • iShares Russell Mid-Cap Growth ETF was a new White Sand Wealth Management LLC position in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 1.06% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #13 holding.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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