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Hanson & Doremus Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hanson & Doremus Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Buy
1,284
+415
+48% +$107K 0.04% 157
2025
Q4 		$214K Hold
869
– – 0.03% 192
2025
Q3 		$210K Hold
869
– – 0.03% 199
2025
Q2 		$188K Buy
869
+200
+30% +$40.2K 0.03% 204
2025
Q1 		$133K Buy
+669
New +$145K 0.02% 226
2020
Q1 		– Sell
-72
Closed -$12K – 455
2019
Q4 		$12K Sell
72
-6
-8% -$948 ﹤0.01% 401
2019
Q3 		$12K Hold
78
– – ﹤0.01% 399
2019
Q2 		$12K Hold
78
– – ﹤0.01% 405
2019
Q1 		$12K Hold
78
– – ﹤0.01% 384
2018
Q4 		$10K Buy
78
+28
+56% +$4.18K ﹤0.01% 381
2018
Q3 		$8K Hold
50
– – ﹤0.01% 409
2018
Q2 		$8K Hold
50
– – ﹤0.01% 438
2018
Q1 		$8K Hold
50
– – ﹤0.01% 457
2017
Q4 		$8K Hold
50
– – ﹤0.01% 441
2017
Q3 		$7K Hold
50
– – ﹤0.01% 434
2017
Q2 		$7K Hold
50
– – ﹤0.01% 433
2017
Q1 		$7K Hold
50
– – ﹤0.01% 424
2016
Q4 		$6.74K Hold
50
– – ﹤0.01% 402
2016
Q3 		$6K Sell
50
-25
-33% -$3.04K ﹤0.01% 392
2016
Q2 		$9K Hold
75
– – ﹤0.01% 367
2016
Q1 		$3K Buy
75
+50
+200% +$5.18K ﹤0.01% 432
2015
Q4 		$3K Hold
25
– – ﹤0.01% 442
2015
Q3 		$3K Buy
+25
New +$2.96K ﹤0.01% 421
2014
Q2 		– Sell
-223
Closed -$26K – 421
2014
Q1 		$26K Hold
223
– – 0.01% 296
2013
Q4 		$26K Sell
223
-200
-47% -$22.1K 0.01% 288
2013
Q3 		$45K Buy
+423
New +$43.8K 0.02% 247

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hanson & Doremus Investment Management's IWM Position: Q1 2026 in Review

Hanson & Doremus Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 48% in Q1 2026, buying an estimated $107K and bringing the position to 1,284 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #157.

Hanson & Doremus Investment Management first reported a position in IWM in Q3 2013 and has held it in 26 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Hanson & Doremus Investment Management held 1,284 shares of iShares Russell 2000 ETF worth $318K as of Q1 2026.
  • Hanson & Doremus Investment Management bought 415 iShares Russell 2000 ETF shares in Q1 2026, an estimated $107K.
  • iShares Russell 2000 ETF made up 0.04% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #157 holding.
  • Hanson & Doremus Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 26 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.