Hanson & Doremus Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hanson & Doremus Investment Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Hold	1,773	–	–	0.03%	178
2026 Q1	$220K	Sell	1,773 -540	-23%	-$68.6K	0.03%	186
2025 Q4	$278K	Sell	2,313 -1,000	-30%	-$120K	0.03%	160
2025 Q3	$394K	Hold	3,313	–	–	0.05%	135
2025 Q2	$362K	Sell	3,313 -320	-9%	-$33.1K	0.05%	143
2025 Q1	$380K	Buy	3,633 +262	+8%	+$29.6K	0.06%	135
2024 Q4	$388K	Buy	3,371 +185	+6%	+$22.1K	0.06%	126
2024 Q3	$373K	Hold	3,186	–	–	0.06%	131
2024 Q2	$340K	Hold	3,186	–	–	0.06%	136
2024 Q1	$352K	Buy	3,186 +406	+15%	+$43.1K	0.06%	136
2023 Q4	$301K	Hold	2,780	–	–	0.06%	145
2023 Q3	$262K	Hold	2,780	–	–	0.05%	156
2023 Q2	$277K	Sell	2,780 -600	-18%	-$57.1K	0.06%	149
2023 Q1	$327K	Buy	3,380 +600	+22%	+$60K	0.07%	139
2022 Q4	$263K	Hold	2,780	–	–	0.06%	160
2022 Q3	$242K	Hold	2,780	–	–	0.06%	151
2022 Q2	$257K	Hold	2,780	–	–	0.06%	160
2022 Q1	$300K	Hold	2,780	–	–	0.06%	154
2021 Q4	$318K	Hold	2,780	–	–	0.07%	149
2021 Q3	$304K	Buy	2,780 +202	+8%	+$22.2K	0.07%	146
2021 Q2	$181K	Sell	2,578 -202	-7%	-$22.5K	0.05%	167
2021 Q1	$302K	Hold	2,780	–	–	0.07%	151
2020 Q4	$255K	Buy	2,780 +202	+8%	+$16.6K	0.06%	156
2020 Q3	$181K	Sell	2,578 -298	-10%	-$21.4K	0.05%	167
2020 Q2	$196K	Hold	2,876	–	–	0.06%	157
2020 Q1	$161K	Hold	2,876	–	–	0.05%	167
2019 Q4	$241K	Hold	2,876	–	–	0.07%	157
2019 Q3	$224K	Hold	2,876	–	–	0.07%	163
2019 Q2	$225K	Hold	2,876	–	–	0.07%	160
2019 Q1	$222K	Hold	2,876	–	–	0.07%	160
2018 Q4	$199K	Hold	2,876	–	–	0.07%	161
2018 Q3	$251K	Sell	2,876 -500	-15%	-$43.8K	0.08%	158
2018 Q2	$282K	Buy	3,376 +160	+5%	+$13K	0.09%	145
2018 Q1	$248K	Hold	3,216	–	–	0.08%	172
2017 Q4	$247K	Hold	3,216	–	–	0.08%	163
2017 Q3	$239K	Sell	3,216 -54	-2%	-$3.78K	0.08%	158
2017 Q2	$229K	Buy	3,270 +500	+18%	+$34.6K	0.08%	156
2017 Q1	$192K	Hold	2,770	–	–	0.08%	169
2016 Q4	$190K	Sell	2,770 -66	-2%	-$4.26K	0.08%	164
2016 Q3	$176K	Buy	2,836 +692	+32%	+$42.3K	0.08%	163
2016 Q2	$125K	Hold	2,144	–	–	0.06%	188
2016 Q1	$121K	Hold	2,144	–	–	0.05%	190
2015 Q4	$118K	Buy	2,144 +1,726	+413%	+$97.3K	0.05%	193
2015 Q3	$22K	Hold	418	–	–	0.01%	310
2015 Q2	$25K	Hold	418	–	–	0.01%	314
2015 Q1	$25K	Buy	418 +120	+40%	+$6.88K	0.01%	314
2014 Q4	$17K	Hold	298	–	–	0.01%	344
2014 Q3	$16K	Hold	298	–	–	0.01%	332
2014 Q2	$17K	Hold	298	–	–	0.01%	326
2014 Q1	$16K	Hold	298	–	–	0.01%	327
2013 Q4	$16K	Hold	298	–	–	0.01%	324
2013 Q3	$15K	Hold	298	–	–	0.01%	316
2013 Q2	$13K	Buy	+298	New	+$13.2K	0.01%	304

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Hanson & Doremus Investment Management's IJR Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,773 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #178.

Hanson & Doremus Investment Management first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $394K in Q3 2025. 1,358 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hanson & Doremus Investment Management held 1,773 shares of iShares Core S&P Small-Cap ETF worth $263K as of Q2 2026.
Hanson & Doremus Investment Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.03% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #178 holding.
Hanson & Doremus Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Hanson & Doremus Investment Management's iShares Core S&P Small-Cap ETF position peaked at $394K in Q3 2025.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.