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
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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hanson & Doremus Investment Management's IVW Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 21 shares — an estimated $2K sold.

Hanson & Doremus Investment Management first reported a position in IVW in Q3 2013 and held it in 11 quarters. The position peaked at $87K in Q2 2018. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

Hanson & Doremus Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Hanson & Doremus Investment Management sold 21 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $2K.
Hanson & Doremus Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and held it in 11 quarters.
Hanson & Doremus Investment Management's iShares S&P 500 Growth ETF position peaked at $87K in Q2 2018.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.