iShares S&P 500 Value Index shares owned by Alerus Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Alerus Financial
from 13F filings
Historical chart of Alerus Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Alerus Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Alerus Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $196k | 951 | 206.51 |
| 2025-06-30 | $186k | 951 | 195.42 |
| 2022-03-31 | $217k | 1.4k | 155.44 |
| 2021-12-31 | $244k | 1.6k | 156.31 |
| 2021-09-30 | $227k | 1.6k | 145.42 |
| 2021-06-30 | $230k | 1.6k | 147.34 |
| 2021-03-31 | $325k | 2.3k | 141.18 |
| 2019-12-31 | $203k | 1.6k | 130.04 |
| 2018-09-30 | $292k | 2.5k | 115.69 |
| 2018-06-30 | $278k | 2.5k | 110.14 |
| 2018-03-31 | $276k | 2.5k | 109.35 |
| 2017-12-31 | $288k | 2.5k | 114.10 |
| 2017-09-30 | $272k | 2.5k | 107.77 |
| 2017-06-30 | $265k | 2.5k | 104.99 |
| 2017-03-31 | $263k | 2.5k | 104.20 |
| 2016-12-31 | $256k | 2.5k | 101.43 |
| 2016-09-30 | $240k | 2.5k | 95.09 |
| 2016-06-30 | $234k | 2.5k | 92.71 |