Alerus Financial
IWD icon

Alerus Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alerus Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$992 Hold
4
– – ﹤0.01% 489
2026
Q2 		$970 Hold
4
– – ﹤0.01% 474
2026
Q1 		$855 Sell
4
-4
-50% -$876 ﹤0.01% 477
2025
Q4 		$1.68K Hold
8
– – ﹤0.01% 463
2025
Q3 		$1.63K Hold
8
– – ﹤0.01% 486
2025
Q2 		$1.55K Buy
+8
New +$1.48K ﹤0.01% 462

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Alerus Financial's IWD Position: Q3 2026 in Review

Alerus Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 4 shares worth $992. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Alerus Financial first reported a position in IWD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.68K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Alerus Financial held 4 shares of iShares Russell 1000 Value ETF worth $992 as of Q3 2026.
  • Alerus Financial left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #489 holding.
  • Alerus Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Alerus Financial's iShares Russell 1000 Value ETF position peaked at $1.68K in Q4 2025.
  • 1,408 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.