Alerus Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Alerus Financial’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.55K	Hold	9	–	–	﹤0.01%	432
2026 Q1	$2.82K	Hold	9	–	–	﹤0.01%	442
2025 Q4	$2.91K	Hold	9	–	–	﹤0.01%	438
2025 Q3	$2.88K	Hold	9	–	–	﹤0.01%	470
2025 Q2	$2.57K	Buy	+9	New	+$2.37K	﹤0.01%	444

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Alerus Financial's IWO Position: Q2 2026 in Review

Alerus Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 9 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Alerus Financial first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Alerus Financial held 9 shares of iShares Russell 2000 Growth ETF worth $3.55K as of Q2 2026.
Alerus Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #432 holding.
Alerus Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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