Hanson & Doremus Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.87M	Buy	+17,050	New	+$3.81M	0.39%	38
2019 Q3	–	Sell	-148	Closed	-$17K	–	459
2019 Q2	$17K	Sell	148 -41	-22%	-$4.7K	0.01%	386
2019 Q1	$21K	Hold	189	–	–	0.01%	350
2018 Q4	$19K	Hold	189	–	–	0.01%	341
2018 Q3	$22K	Hold	189	–	–	0.01%	354
2018 Q2	$21K	Hold	189	–	–	0.01%	378
2018 Q1	$21K	Hold	189	–	–	0.01%	393
2017 Q4	$22K	Sell	189 -45	-19%	-$4.99K	0.01%	385
2017 Q3	$25K	Hold	234	–	–	0.01%	350
2017 Q2	$25K	Hold	234	–	–	0.01%	345
2017 Q1	$24K	Sell	234 -50	-18%	-$5.2K	0.01%	336
2016 Q4	$28.8K	Hold	284	–	–	0.01%	302
2016 Q3	$27K	Buy	284 +163	+135%	+$15.5K	0.01%	287
2016 Q2	$11K	Hold	121	–	–	0.01%	359
2016 Q1	$11K	Hold	121	–	–	0.01%	371
2015 Q4	$11K	Hold	121	–	–	0.01%	383
2015 Q3	$10K	Hold	121	–	–	﹤0.01%	366
2015 Q2	$11K	Hold	121	–	–	﹤0.01%	367
2015 Q1	$11K	Hold	121	–	–	﹤0.01%	371
2014 Q4	$11K	Hold	121	–	–	﹤0.01%	370
2014 Q3	$11K	Hold	121	–	–	0.01%	358
2014 Q2	$11K	Hold	121	–	–	0.01%	359
2014 Q1	$11K	Hold	121	–	–	0.01%	354
2013 Q4	$10K	Buy	+121	New	+$9.96K	﹤0.01%	365

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Hanson & Doremus Investment Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 17,050 shares worth $3.87M. The stake represents 0.39% of the portfolio and ranks #38 among its holdings. This is a return to the name: Hanson & Doremus Investment Management previously reported a position in IVE as recently as Q2 2019.

Hanson & Doremus Investment Management first reported a position in IVE in Q4 2013 and has held it in 24 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Hanson & Doremus Investment Management held 17,050 shares of iShares S&P 500 Value ETF worth $3.87M as of Q2 2026.
iShares S&P 500 Value ETF was a new Hanson & Doremus Investment Management position in Q2 2026.
iShares S&P 500 Value ETF made up 0.39% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #38 holding.
Hanson & Doremus Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2013 and has held it in 24 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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