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 Q3	$7.96K	Hold	27	–	–	﹤0.01%	423
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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Alerus Financial's IWY Position: Q3 2026 in Review

Alerus Financial held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 27 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Alerus Financial first reported a position in IWY in Q2 2025 and has held it in 6 quarters since. The position peaked at $140K in Q3 2025. 498 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Alerus Financial held 27 shares of iShares Russell Top 200 Growth ETF worth $7.96K as of Q3 2026.
Alerus Financial left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #423 holding.
Alerus Financial first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 6 quarters since.
Alerus Financial's iShares Russell Top 200 Growth ETF position peaked at $140K in Q3 2025.
498 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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