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Alerus Financial’s iShares US Real Estate ETF IYR Stock Holding History

Alerus Financial’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.83K Hold
57
– – ﹤0.01% 411
2026
Q1 		$5.39K Hold
57
– – ﹤0.01% 417
2025
Q4 		$5.35K Hold
57
– – ﹤0.01% 400
2025
Q3 		$5.53K Sell
57
-51
-47% -$4.91K ﹤0.01% 426
2025
Q2 		$10.2K Buy
+108
New +$10.1K ﹤0.01% 364
2025
Q1 		– Sell
-15,706
Closed -$1.46M – 167
2024
Q4 		$1.46M Sell
15,706
-9,094
-37% -$896K 0.11% 101
2024
Q3 		$2.53M Buy
24,800
+4,281
+21% +$412K 0.19% 92
2024
Q2 		$1.8M Buy
+20,519
New +$1.76M 0.13% 95
2024
Q1 		– Sell
-20,693
Closed -$1.89M – 162
2023
Q4 		$1.89M Buy
+20,693
New +$1.69M 0.15% 92
2023
Q2 		– Sell
-34,545
Closed -$2.93M – 166
2023
Q1 		$2.93M Buy
34,545
+31,805
+1,161% +$2.78M 0.26% 92
2022
Q4 		$231K Sell
2,740
-63,943
-96% -$5.37M 0.02% 149
2022
Q3 		$5.43M Buy
+66,683
New +$6.31M 0.54% 49
2022
Q1 		– Sell
-18,748
Closed -$2.18M – 184
2021
Q4 		$2.18M Buy
+18,748
New +$2.05M 0.18% 117
2020
Q4 		– Sell
-3,855
Closed -$308K – 191
2020
Q3 		$308K Buy
+3,855
New +$311K 0.03% 155
2020
Q2 		– Sell
-14,507
Closed -$1.01M – 164
2020
Q1 		$1.01M Sell
14,507
-2,852
-16% -$252K 0.14% 102
2019
Q4 		$1.62M Sell
17,359
-15,588
-47% -$1.45M 0.18% 100
2019
Q3 		$3.08M Buy
+32,947
New +$3M 0.4% 69
2017
Q4 		– Sell
-3,009
Closed -$240K – 135
2017
Q3 		$240K Hold
3,009
– – 0.04% 119
2017
Q2 		$240K Buy
+3,009
New +$239K 0.04% 117

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Alerus Financial's IYR Position: Q2 2026 in Review

Alerus Financial held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 57 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Alerus Financial first reported a position in IYR in Q2 2017 and has held it in 19 quarters since. The position peaked at $5.43M in Q3 2022. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Alerus Financial held 57 shares of iShares US Real Estate ETF worth $5.83K as of Q2 2026.
  • Alerus Financial left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #411 holding.
  • Alerus Financial first reported a position in iShares US Real Estate ETF in Q2 2017 and has held it in 19 quarters since.
  • Alerus Financial's iShares US Real Estate ETF position peaked at $5.43M in Q3 2022.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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