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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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