Alerus Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alerus Investment Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-284	Closed	-$7K	–	287
2015 Q4	$7K	Sell	284 -64	-18%	-$1.6K	﹤0.01%	165
2015 Q3	$8K	Hold	348	–	–	﹤0.01%	149
2015 Q2	$9K	Hold	348	–	–	﹤0.01%	154
2015 Q1	$9K	Hold	348	–	–	﹤0.01%	146
2014 Q4	$8K	Hold	348	–	–	﹤0.01%	150
2014 Q3	$8K	Sell	348 -12	-3%	-$275	﹤0.01%	143
2014 Q2	$8K	Hold	360	–	–	﹤0.01%	149
2014 Q1	$8K	Sell	360 -48	-12%	-$1.03K	﹤0.01%	150
2013 Q4	$8K	Hold	408	–	–	﹤0.01%	146
2013 Q3	$8K	Hold	408	–	–	﹤0.01%	152
2013 Q2	$8K	Buy	+408	New	+$7.47K	﹤0.01%	155

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alerus Investment Advisors's IWF Position: Q1 2016 in Review

Alerus Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2016, closing a stake of 284 shares — an estimated $7K sold.

Alerus Investment Advisors first reported a position in IWF in Q2 2013 and held it in 11 quarters. The position peaked at $9K in Q2 2015. 663 funds tracked by Wall St. Rank hold IWF as of Q1 2016.

Alerus Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2016 after selling out during the quarter.
Alerus Investment Advisors sold 284 iShares Russell 1000 Growth ETF shares in Q1 2016, an estimated $7K.
Alerus Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 11 quarters.
Alerus Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $9K in Q2 2015.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.