Delta Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.28M	Buy	10,918 +261	+2%	+$56.6K	0.52%	38
2024 Q4	$2.35M	Buy	+10,657	New	+$2.43M	0.55%	35
2024 Q2	–	Sell	-11,082	Closed	-$2.33M	–	172
2024 Q1	$2.33M	Buy	11,082 +926	+9%	+$185K	0.69%	25
2023 Q4	$2.04M	Buy	10,156 +251	+3%	+$45K	0.64%	27
2023 Q3	$1.75M	Buy	+9,905	New	+$1.86M	0.6%	29
2023 Q2	–	Sell	-8,575	Closed	-$1.53M	–	145
2023 Q1	$1.53M	Buy	8,575 +315	+4%	+$58K	0.6%	27
2022 Q4	$1.43M	Buy	+8,260	New	+$1.47M	0.63%	30

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Delta Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2025, buying an estimated $56.6K and bringing the position to 10,918 shares worth $2.28M. The position accounts for 0.52% of the portfolio, ranked #38.

Delta Financial Group first reported a position in IWM in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.35M in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Delta Financial Group held 10,918 shares of iShares Russell 2000 ETF worth $2.28M as of Q1 2025.
Delta Financial Group bought 261 iShares Russell 2000 ETF shares in Q1 2025, an estimated $56.6K.
iShares Russell 2000 ETF made up 0.52% of Delta Financial Group's portfolio in Q1 2025, its #38 holding.
Delta Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's iShares Russell 2000 ETF position peaked at $2.35M in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

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