Delta Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$399K	Buy	3,203 +1	+0%	+$129	0.09%	161
2024 Q4	$406K	Buy	+3,202	New	+$407K	0.1%	151
2024 Q2	–	Sell	-3,198	Closed	-$365K	–	175
2024 Q1	$365K	Buy	3,198 +2	+0.1%	+$216	0.11%	152
2023 Q4	$334K	Buy	3,196 +5	+0.2%	+$474	0.11%	149
2023 Q3	$292K	Buy	+3,191	New	+$305K	0.1%	154

Other funds holding IWP

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

Delta Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q1 2025, buying an estimated $129 and bringing the position to 3,203 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #161.

Delta Financial Group first reported a position in IWP in Q3 2023 and has held it in 5 quarters since. The position peaked at $406K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Delta Financial Group held 3,203 shares of iShares Russell Mid-Cap Growth ETF worth $399K as of Q1 2025.
Delta Financial Group bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2025, an estimated $129.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Delta Financial Group's portfolio in Q1 2025, its #161 holding.
Delta Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 5 quarters since.
Delta Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $406K in Q4 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

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