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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Alerus Financial's IWD Position: Q2 2026 in Review

Alerus Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Alerus Financial first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.68K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alerus Financial held 4 shares of iShares Russell 1000 Value ETF worth $970 as of Q2 2026.
Alerus Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #474 holding.
Alerus Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
Alerus Financial's iShares Russell 1000 Value ETF position peaked at $1.68K in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.