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

Hanson & Doremus Investment Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.38M Hold
25,718
– – 0.65% 24
2026
Q2 		$6.24M Buy
25,718
+20
+0.1% +$4.66K 0.63% 28
2026
Q1 		$5.49M Buy
25,698
+25
+0.1% +$5.47K 0.63% 27
2025
Q4 		$5.4M Buy
25,673
+31
+0.1% +$6.4K 0.65% 27
2025
Q3 		$5.22M Sell
25,642
-1,805
-7% -$359K 0.66% 26
2025
Q2 		$5.33M Buy
27,447
+36
+0.1% +$6.67K 0.71% 24
2025
Q1 		$5.16M Buy
27,411
+34
+0.1% +$6.47K 0.75% 22
2024
Q4 		$5.07M Buy
27,377
+145
+0.5% +$27.8K 0.79% 23
2024
Q3 		$5.17M Buy
27,232
+146
+0.5% +$26.6K 0.82% 22
2024
Q2 		$4.73M Hold
27,086
– – 0.79% 24
2024
Q1 		$4.85M Hold
27,086
– – 0.84% 21
2023
Q4 		$4.48M Hold
27,086
– – 0.84% 19
2023
Q3 		$4.11M Sell
27,086
-326
-1% -$51.7K 0.85% 20
2023
Q2 		$4.33M Hold
27,412
– – 0.9% 18
2023
Q1 		$4.17M Sell
27,412
-34
-0.1% -$5.25K 0.93% 18
2022
Q4 		$4.16M Hold
27,446
– – 0.9% 21
2022
Q3 		$3.73M Hold
27,446
– – 0.96% 18
2022
Q2 		$3.98M Hold
27,446
– – 0.97% 18
2022
Q1 		$4.55M Buy
27,446
+360
+1% +$59.1K 0.98% 18
2021
Q4 		$4.55M Sell
27,086
-360
-1% -$59K 0.97% 17
2021
Q3 		$4.3M Buy
27,446
+360
+1% +$57.7K 0.99% 16
2021
Q2 		$3.2M Sell
27,086
-360
-1% -$57K 0.96% 16
2021
Q1 		$4.16M Hold
27,446
– – 0.96% 17
2020
Q4 		$3.75M Buy
27,446
+360
+1% +$46.2K 0.93% 16
2020
Q3 		$3.2M Hold
27,086
– – 0.96% 16
2020
Q2 		$3.05M Sell
27,086
-8,621
-24% -$948K 0.97% 17
2020
Q1 		$3.54M Buy
+35,707
New +$4.45M 1.2% 16

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

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

Hanson & Doremus Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 25,718 shares worth $6.38M. The position accounts for 0.65% of the portfolio, ranked #24.

Hanson & Doremus Investment Management first reported a position in IWD in Q1 2020 and has held it in 27 quarters since. 355 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Hanson & Doremus Investment Management held 25,718 shares of iShares Russell 1000 Value ETF worth $6.38M as of Q3 2026.
  • Hanson & Doremus Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.65% of Hanson & Doremus Investment Management's portfolio in Q3 2026, its #24 holding.
  • Hanson & Doremus Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 27 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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