Alerus Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $873K | Sell |
3,522
-61
| -2% | -$15.7K | 0.04% | 160 |
|
|
2025
Q4 | $882K | Sell |
3,583
-83
| -2% | -$20.4K | 0.04% | 122 |
|
|
2025
Q3 | $887K | Buy |
3,666
+11
| +0.3% | +$2.52K | 0.05% | 126 |
|
|
2025
Q2 | $789K | Buy |
3,655
+10
| +0.3% | +$2.01K | 0.06% | 118 |
|
|
2025
Q1 | $727K | Hold |
3,645
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $805K | Sell |
3,645
-21
| -0.6% | -$4.79K | 0.06% | 116 |
|
|
2024
Q3 | $810K | Sell |
3,666
-66
| -2% | -$14.1K | 0.06% | 115 |
|
|
2024
Q2 | $757K | Sell |
3,732
-29
| -0.8% | -$5.86K | 0.06% | 114 |
|
|
2024
Q1 | $791K | Sell |
3,761
-10,508
| -74% | -$2.1M | 0.06% | 113 |
|
|
2023
Q4 | $2.86M | Buy |
14,269
+10,633
| +292% | +$1.9M | 0.23% | 86 |
|
|
2023
Q3 | $643K | Hold |
3,636
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $681K | Sell |
3,636
-681
| -16% | -$121K | 0.06% | 108 |
|
|
2023
Q1 | $770K | Hold |
4,317
| – | – | 0.07% | 111 |
|
|
2022
Q4 | $753K | Hold |
4,317
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $712K | Sell |
4,317
-96
| -2% | -$17.5K | 0.07% | 110 |
|
|
2022
Q2 | $747K | Sell |
4,413
-211,889
| -98% | -$39.1M | 0.07% | 118 |
|
|
2022
Q1 | $44.4M | Buy |
216,302
+5,920
| +3% | +$1.21M | 3.79% | 6 |
|
|
2021
Q4 | $46.8M | Buy |
210,382
+6,031
| +3% | +$1.36M | 3.81% | 6 |
|
|
2021
Q3 | $44.7M | Buy |
204,351
+8,633
| +4% | +$1.91M | 4.07% | 5 |
|
|
2021
Q2 | $44.9M | Buy |
195,718
+1,728
| +0.9% | +$389K | 4.53% | 4 |
|
|
2021
Q1 | $42.9M | Sell |
193,990
-17,377
| -8% | -$3.79M | 4.52% | 4 |
|
|
2020
Q4 | $41.4M | Sell |
211,367
-76,095
| -26% | -$13.3M | 4.21% | 6 |
|
|
2020
Q3 | $43.1M | Sell |
287,462
-8,591
| -3% | -$1.29M | 4.85% | 4 |
|
|
2020
Q2 | $42.4M | Sell |
296,053
-2,426
| -0.8% | -$318K | 4.98% | 4 |
|
|
2020
Q1 | $34.2M | Buy |
298,479
+53,061
| +22% | +$7.91M | 4.73% | 4 |
|
|
2019
Q4 | $40.7M | Buy |
245,418
+5,951
| +2% | +$940K | 4.63% | 5 |
|
|
2019
Q3 | $36.2M | Buy |
239,467
+137
| +0.1% | +$20.9K | 4.69% | 4 |
|
|
2019
Q2 | $37.2M | Buy |
239,330
+1,733
| +0.7% | +$267K | 5.02% | 4 |
|
|
2019
Q1 | $36.4M | Sell |
237,597
-13,760
| -5% | -$2.07M | 5.07% | 3 |
|
|
2018
Q4 | $33.7M | Buy |
251,357
+24,562
| +11% | +$3.66M | 5.16% | 3 |
|
|
2018
Q3 | $38.2M | Sell |
226,795
-2,866
| -1% | -$484K | 5.23% | 3 |
|
|
2018
Q2 | $37.6M | Sell |
229,661
-15,194
| -6% | -$2.43M | 5.34% | 3 |
|
|
2018
Q1 | $37.2M | Buy |
244,855
+1,317
| +0.5% | +$203K | 5.34% | 3 |
|
|
2017
Q4 | $37.1M | Buy |
243,538
+60,432
| +33% | +$9.08M | 5.26% | 3 |
|
|
2017
Q3 | $27.1M | Buy |
183,106
+854
| +0.5% | +$120K | 3.95% | 3 |
|
|
2017
Q2 | $25.7M | Sell |
182,252
-335
| -0.2% | -$46.4K | 3.81% | 3 |
|
|
2017
Q1 | $25.1M | Buy |
182,587
+6,507
| +4% | +$889K | 3.85% | 3 |
|
|
2016
Q4 | $23.7M | Sell |
176,080
-15,825
| -8% | -$2.02M | 3.84% | 3 |
|
|
2016
Q3 | $23.8M | Sell |
191,905
-5,904
| -3% | -$718K | 3.85% | 3 |
|
|
2016
Q2 | $22.7M | Buy |
+197,809
| New | +$22.3M | 3.81% | 3 |
|
Other funds holding IWM
Alerus Financial's IWM Position: Q1 2026 in Review
Alerus Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, selling an estimated $15.7K and leaving 3,522 shares worth $873K. The position accounts for 0.04% of the portfolio, ranked #160.
Alerus Financial first reported a position in IWM in Q2 2016 and has held it in 40 quarters since. The position peaked at $46.8M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Alerus Financial held 3,522 shares of iShares Russell 2000 ETF worth $873K as of Q1 2026.
- Alerus Financial sold 61 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15.7K.
- iShares Russell 2000 ETF made up 0.04% of Alerus Financial's portfolio in Q1 2026, its #160 holding.
- Alerus Financial first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 40 quarters since.
- Alerus Financial's iShares Russell 2000 ETF position peaked at $46.8M in Q4 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.