Hanson & Doremus Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.65M	Hold	18,644	–	–	0.27%	52
2026 Q2	$2.56M	Buy	+18,644	New	+$2.46M	0.26%	51
2024 Q1	–	Sell	-21	Closed	-$2K	–	497
2023 Q4	$2K	Buy	+21	New	+$1.5K	﹤0.01%	444
2018 Q3	–	Sell	-2,140	Closed	-$87K	–	469
2018 Q2	$87K	Hold	2,140	–	–	0.03%	243
2018 Q1	$83K	Hold	2,140	–	–	0.03%	255
2017 Q4	$82K	Hold	2,140	–	–	0.03%	250
2017 Q3	$77K	Hold	2,140	–	–	0.03%	245
2017 Q2	$73K	Buy	+2,140	New	+$72.5K	0.03%	250
2017 Q1	–	Sell	-596	Closed	-$18.1K	–	482
2016 Q4	$18.1K	Hold	596	–	–	0.01%	340
2016 Q3	$18K	Buy	+596	New	+$18.1K	0.01%	330
2015 Q4	–	Sell	-128	Closed	-$3K	–	474
2015 Q3	$3K	Buy	+128	New	+$3.64K	﹤0.01%	420
2014 Q1	–	Sell	-200	Closed	-$5K	–	425
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	393
2013 Q3	$4K	Buy	+200	New	+$4.42K	﹤0.01%	373

Other funds holding IVW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Hanson & Doremus Investment Management's IVW Position: Q3 2026 in Review

Hanson & Doremus Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 18,644 shares worth $2.65M. The position accounts for 0.27% of the portfolio, ranked #52.

Hanson & Doremus Investment Management first reported a position in IVW in Q3 2013 and has held it in 13 quarters since. 415 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Hanson & Doremus Investment Management held 18,644 shares of iShares S&P 500 Growth ETF worth $2.65M as of Q3 2026.
Hanson & Doremus Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.27% of Hanson & Doremus Investment Management's portfolio in Q3 2026, its #52 holding.
Hanson & Doremus Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 13 quarters since.
415 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.