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

Delta Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$263K Buy
973
+1
+0.1% +$282 0.06% 209
2024
Q4 		$280K Buy
+972
New +$288K 0.07% 199
2024
Q2 		– Sell
-967
Closed -$262K – 174
2024
Q1 		$262K Buy
967
+6
+0.6% +$1.53K 0.08% 196
2023
Q4 		$242K Buy
961
+3
+0.3% +$676 0.08% 189
2023
Q3 		$215K Buy
+958
New +$229K 0.07% 187

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Delta Financial Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.1% in Q1 2025, buying an estimated $282 and bringing the position to 973 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #209.

Delta Financial Group first reported a position in IWO in Q3 2023 and has held it in 5 quarters since. The position peaked at $280K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Delta Financial Group held 973 shares of iShares Russell 2000 Growth ETF worth $263K as of Q1 2025.
  • Delta Financial Group bought 1 iShares Russell 2000 Growth ETF share in Q1 2025, an estimated $282.
  • iShares Russell 2000 Growth ETF made up 0.06% of Delta Financial Group's portfolio in Q1 2025, its #209 holding.
  • Delta Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • Delta Financial Group's iShares Russell 2000 Growth ETF position peaked at $280K in Q4 2024.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

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