Alerus Financial
IWO icon

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
Q3 		$3.21K Hold
9
– – ﹤0.01% 458
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Alerus Financial's IWO Position: Q3 2026 in Review

Alerus Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 9 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Alerus Financial first reported a position in IWO in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.55K in Q2 2026. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Alerus Financial held 9 shares of iShares Russell 2000 Growth ETF worth $3.21K as of Q3 2026.
  • Alerus Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #458 holding.
  • Alerus Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Alerus Financial's iShares Russell 2000 Growth ETF position peaked at $3.55K in Q2 2026.
  • 744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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