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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02M	Buy	+6,342	New	+$1.06M	0.74%	17

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

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

White Sand Wealth Management LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 6,342 shares worth $1.02M. The stake represents 0.74% of the portfolio and ranks #17 among its holdings.

926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

White Sand Wealth Management LLC held 6,342 shares of iShares Russell Mid-Cap Value ETF worth $1.02M as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new White Sand Wealth Management LLC position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.74% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #17 holding.
926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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