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Alerus Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Alerus Financial’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.85K Sell
27
-61
-69% -$17.2K ﹤0.01% 397
2026
Q1 		$21.9K Sell
88
-15
-15% -$3.97K ﹤0.01% 345
2025
Q4 		$28.5K Sell
103
-409
-80% -$113K ﹤0.01% 273
2025
Q3 		$140K Buy
512
+394
+334% +$102K 0.01% 198
2025
Q2 		$29.1K Buy
+118
New +$26.3K ﹤0.01% 280

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alerus Financial's IWY Position: Q2 2026 in Review

Alerus Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 69% in Q2 2026, selling an estimated $17.2K and leaving 27 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Alerus Financial first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $140K in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Alerus Financial held 27 shares of iShares Russell Top 200 Growth ETF worth $7.85K as of Q2 2026.
  • Alerus Financial sold 61 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #397 holding.
  • Alerus Financial first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Alerus Financial's iShares Russell Top 200 Growth ETF position peaked at $140K in Q3 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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