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Hanson & Doremus Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Hanson & Doremus Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,411
Closed -$214K – 470
2018
Q2 		$214K Hold
1,411
– – 0.07% 170
2018
Q1 		$207K Hold
1,411
– – 0.06% 183
2017
Q4 		$210K Buy
+1,411
New +$204K 0.07% 172

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Hanson & Doremus Investment Management's IWB Position: Q3 2018 in Review

Hanson & Doremus Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2018, closing a stake of 1,411 shares — an estimated $214K sold.

Hanson & Doremus Investment Management first reported a position in IWB in Q4 2017 and held it in 3 quarters. The position peaked at $214K in Q2 2018. 636 funds tracked by Wall St. Rank hold IWB as of Q3 2018.

  • Hanson & Doremus Investment Management reported no remaining iShares Russell 1000 ETF position as of Q3 2018 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 1,411 iShares Russell 1000 ETF shares in Q3 2018, an estimated $214K.
  • Hanson & Doremus Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 3 quarters.
  • Hanson & Doremus Investment Management's iShares Russell 1000 ETF position peaked at $214K in Q2 2018.
  • 636 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2018.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2018, filed 24 Oct 2018.