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

Delta Financial Group’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
2025 Q1	$1.4M	Buy	14,828 +40	+0.3%	+$3.95K	0.32%	54
2024 Q4	$1.48M	Buy	+14,788	New	+$1.45M	0.35%	52
2024 Q2	–	Sell	-13,680	Closed	-$1.15M	–	171
2024 Q1	$1.15M	Buy	13,680 +36	+0.3%	+$2.9K	0.34%	55
2023 Q4	$1.03M	Buy	13,644 +4	+0%	+$283	0.33%	57
2023 Q3	$907K	Buy	+13,640	New	+$942K	0.31%	58
2023 Q2	–	Sell	-13,476	Closed	-$823K	–	144
2023 Q1	$823K	Buy	13,476 +84	+0.6%	+$4.84K	0.32%	53
2022 Q4	$713K	Buy	+13,392	New	+$737K	0.32%	59

Other funds holding IWF

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

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

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Delta Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q1 2025, buying an estimated $3.95K and bringing the position to 14,828 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #54.

Delta Financial Group first reported a position in IWF in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

Delta Financial Group held 14,828 shares of iShares Russell 1000 Growth ETF worth $1.4M as of Q1 2025.
Delta Financial Group bought 40 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $3.95K.
iShares Russell 1000 Growth ETF made up 0.32% of Delta Financial Group's portfolio in Q1 2025, its #54 holding.
Delta Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.48M in Q4 2024.
2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

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