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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33K	Hold	151	–	–	﹤0.01%	351
2026 Q1	$29K	Hold	151	–	–	﹤0.01%	382
2025 Q4	$27K	Hold	151	–	–	﹤0.01%	369
2025 Q3	$27K	Hold	151	–	–	﹤0.01%	376
2025 Q2	$24K	Hold	151	–	–	﹤0.01%	381
2025 Q1	$23K	Hold	151	–	–	﹤0.01%	383
2024 Q4	$25K	Hold	151	–	–	﹤0.01%	361
2024 Q3	$25K	Hold	151	–	–	﹤0.01%	345
2024 Q2	$23K	Hold	151	–	–	﹤0.01%	359
2024 Q1	$24K	Hold	151	–	–	﹤0.01%	358
2023 Q4	$23K	Hold	151	–	–	﹤0.01%	352
2023 Q3	$20K	Hold	151	–	–	﹤0.01%	355
2023 Q2	$21K	Hold	151	–	–	﹤0.01%	360
2023 Q1	$21K	Sell	151 -23	-13%	-$3.33K	﹤0.01%	366
2022 Q4	$24K	Buy	174 +23	+15%	+$3.25K	0.01%	380
2022 Q3	$19K	Hold	151	–	–	﹤0.01%	385
2022 Q2	$21K	Hold	151	–	–	0.01%	378
2022 Q1	$24K	Hold	151	–	–	0.01%	391
2021 Q4	$25K	Hold	151	–	–	0.01%	365
2021 Q3	$24K	Hold	151	–	–	0.01%	347
2021 Q2	$15K	Hold	151	–	–	﹤0.01%	341
2021 Q1	$24K	Hold	151	–	–	0.01%	358
2020 Q4	$20K	Hold	151	–	–	0.01%	355
2020 Q3	$15K	Hold	151	–	–	﹤0.01%	341
2020 Q2	$15K	Hold	151	–	–	﹤0.01%	355
2020 Q1	$12K	Hold	151	–	–	﹤0.01%	379
2019 Q4	$19K	Hold	151	–	–	0.01%	375
2019 Q3	$18K	Hold	151	–	–	0.01%	365
2019 Q2	$18K	Sell	151 -79	-34%	-$9.54K	0.01%	379
2019 Q1	$28K	Hold	230	–	–	0.01%	324
2018 Q4	$25K	Hold	230	–	–	0.01%	319
2018 Q3	$31K	Hold	230	–	–	0.01%	330
2018 Q2	$30K	Hold	230	–	–	0.01%	345
2018 Q1	$28K	Hold	230	–	–	0.01%	365
2017 Q4	$29K	Hold	230	–	–	0.01%	354
2017 Q3	$29K	Hold	230	–	–	0.01%	338
2017 Q2	$27K	Hold	230	–	–	0.01%	339
2017 Q1	$27K	Sell	230 -49	-18%	-$5.81K	0.01%	323
2016 Q4	$33.2K	Buy	279 +200	+253%	+$22.1K	0.01%	288
2016 Q3	$8K	Hold	79	–	–	﹤0.01%	380
2016 Q2	$8K	Hold	79	–	–	﹤0.01%	377
2016 Q1	$7K	Hold	79	–	–	﹤0.01%	399
2015 Q4	$7K	Hold	79	–	–	﹤0.01%	409
2015 Q3	$7K	Hold	79	–	–	﹤0.01%	381
2015 Q2	$8K	Hold	79	–	–	﹤0.01%	392
2015 Q1	$8K	Hold	79	–	–	﹤0.01%	395
2014 Q4	$8K	Hold	79	–	–	﹤0.01%	391
2014 Q3	$7K	Hold	79	–	–	﹤0.01%	384
2014 Q2	$8K	Hold	79	–	–	﹤0.01%	374
2014 Q1	$8K	Hold	79	–	–	﹤0.01%	376
2013 Q4	$8K	Buy	+79	New	+$7.54K	﹤0.01%	377

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Hanson & Doremus Investment Management's IWN Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 151 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Hanson & Doremus Investment Management first reported a position in IWN in Q4 2013 and has held it in 51 quarters since. The position peaked at $33.2K in Q4 2016. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Hanson & Doremus Investment Management held 151 shares of iShares Russell 2000 Value ETF worth $33K as of Q2 2026.
Hanson & Doremus Investment Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #351 holding.
Hanson & Doremus Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 51 quarters since.
Hanson & Doremus Investment Management's iShares Russell 2000 Value ETF position peaked at $33.2K in Q4 2016.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.