Delta Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Delta Financial Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$895K	Buy	9,219 +8	+0.1%	+$807	0.2%	79
2024 Q4	$935K	Buy	+9,211	New	+$919K	0.22%	75
2024 Q2	–	Sell	-12,680	Closed	-$1.07M	–	169
2024 Q1	$1.07M	Sell	12,680 -887	-7%	-$71.3K	0.32%	59
2023 Q4	$1.02M	Buy	13,567 +83	+0.6%	+$5.91K	0.32%	59
2023 Q3	$923K	Buy	+13,484	New	+$954K	0.32%	57
2023 Q2	–	Sell	-11,716	Closed	-$749K	–	142
2023 Q1	$749K	Buy	11,716 +30	+0.3%	+$1.83K	0.29%	59
2022 Q4	$682K	Buy	+11,686	New	+$702K	0.3%	66

Other funds holding IVW

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Delta Financial Group's IVW Position: Q1 2025 in Review

Delta Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q1 2025, buying an estimated $807 and bringing the position to 9,219 shares worth $895K. The position accounts for 0.2% of the portfolio, ranked #79.

Delta Financial Group first reported a position in IVW in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Delta Financial Group held 9,219 shares of iShares S&P 500 Growth ETF worth $895K as of Q1 2025.
Delta Financial Group bought 8 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $807.
iShares S&P 500 Growth ETF made up 0.2% of Delta Financial Group's portfolio in Q1 2025, its #79 holding.
Delta Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's iShares S&P 500 Growth ETF position peaked at $1.07M in Q1 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.