Alerus Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $562K | Hold |
3,791
| – | – | 0.02% | 198 |
|
|
2026
Q1 | $471K | Sell |
3,791
-15
| -0.4% | -$1.91K | 0.02% | 188 |
|
|
2025
Q4 | $457K | Buy |
3,806
+9
| +0.2% | +$1.08K | 0.02% | 139 |
|
|
2025
Q3 | $451K | Sell |
3,797
-16
| -0.4% | -$1.84K | 0.02% | 147 |
|
|
2025
Q2 | $417K | Buy |
3,813
+16
| +0.4% | +$1.65K | 0.03% | 141 |
|
|
2025
Q1 | $397K | Hold |
3,797
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $437K | Buy |
3,797
+24
| +0.6% | +$2.87K | 0.03% | 133 |
|
|
2024
Q3 | $441K | Hold |
3,773
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $402K | Hold |
3,773
| – | – | 0.03% | 134 |
|
|
2024
Q1 | $417K | Hold |
3,773
| – | – | 0.03% | 132 |
|
|
2023
Q4 | $408K | Sell |
3,773
-1,141
| -23% | -$110K | 0.03% | 122 |
|
|
2023
Q3 | $464K | Hold |
4,914
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $490K | Hold |
4,914
| – | – | 0.04% | 118 |
|
|
2023
Q1 | $475K | Sell |
4,914
-9
| -0.2% | -$900 | 0.04% | 121 |
|
|
2022
Q4 | $466K | Sell |
4,923
-125
| -2% | -$12K | 0.04% | 127 |
|
|
2022
Q3 | $440K | Buy |
5,048
+134
| +3% | +$13K | 0.04% | 119 |
|
|
2022
Q2 | $454K | Hold |
4,914
| – | – | 0.04% | 128 |
|
|
2022
Q1 | $530K | Hold |
4,914
| – | – | 0.05% | 142 |
|
|
2021
Q4 | $563K | Hold |
4,914
| – | – | 0.05% | 144 |
|
|
2021
Q3 | $537K | Sell |
4,914
-1,490
| -23% | -$164K | 0.05% | 146 |
|
|
2021
Q2 | $724K | Hold |
6,404
| – | – | 0.07% | 153 |
|
|
2021
Q1 | $695K | Hold |
6,404
| – | – | 0.07% | 151 |
|
|
2020
Q4 | $589K | Hold |
6,404
| – | – | 0.06% | 152 |
|
|
2020
Q3 | $450K | Hold |
6,404
| – | – | 0.05% | 145 |
|
|
2020
Q2 | $437K | Hold |
6,404
| – | – | 0.05% | 139 |
|
|
2020
Q1 | $359K | Hold |
6,404
| – | – | 0.05% | 132 |
|
|
2019
Q4 | $537K | Hold |
6,404
| – | – | 0.06% | 127 |
|
|
2019
Q3 | $498K | Hold |
6,404
| – | – | 0.06% | 118 |
|
|
2019
Q2 | $501K | Hold |
6,404
| – | – | 0.07% | 118 |
|
|
2019
Q1 | $494K | Hold |
6,404
| – | – | 0.07% | 118 |
|
|
2018
Q4 | $444K | Hold |
6,404
| – | – | 0.07% | 116 |
|
|
2018
Q3 | $559K | Hold |
6,404
| – | – | 0.08% | 112 |
|
|
2018
Q2 | $534K | Hold |
6,404
| – | – | 0.08% | 112 |
|
|
2018
Q1 | $493K | Hold |
6,404
| – | – | 0.07% | 113 |
|
|
2017
Q4 | $492K | Hold |
6,404
| – | – | 0.07% | 110 |
|
|
2017
Q3 | $475K | Buy |
+6,404
| New | +$449K | 0.07% | 104 |
|
Other funds holding IJR
Alerus Financial's IJR Position: Q2 2026 in Review
Alerus Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 3,791 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #198.
Alerus Financial first reported a position in IJR in Q3 2017 and has held it in 36 quarters since. The position peaked at $724K in Q2 2021. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Alerus Financial held 3,791 shares of iShares Core S&P Small-Cap ETF worth $562K as of Q2 2026.
- Alerus Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
- iShares Core S&P Small-Cap ETF made up 0.02% of Alerus Financial's portfolio in Q2 2026, its #198 holding.
- Alerus Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Alerus Financial's iShares Core S&P Small-Cap ETF position peaked at $724K in Q2 2021.
- 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.