Delta Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Delta Financial Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Hold	2,944	–	–	0.08%	129
2025 Q4	$348K	Hold	2,944	–	–	0.09%	125
2025 Q3	$345K	Hold	2,944	–	–	0.1%	123
2025 Q2	$312K	Hold	2,944	–	–	0.11%	98
2025 Q1	$266K	Hold	2,944	–	–	0.1%	103
2024 Q4	$296K	Buy	+2,944	New	+$290K	0.11%	98

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Delta Financial Advisors's IWF Position: Q1 2026 in Review

Delta Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,944 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #129.

Delta Financial Advisors first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $348K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Delta Financial Advisors held 2,944 shares of iShares Russell 1000 Growth ETF worth $314K as of Q1 2026.
Delta Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.08% of Delta Financial Advisors's portfolio in Q1 2026, its #129 holding.
Delta Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Delta Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $348K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.