Hanson & Doremus Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14	Closed	-$1K	–	494
2022 Q4	$1K	Buy	+14	New	+$1.47K	﹤0.01%	510
2020 Q3	–	Sell	-187	Closed	-$14K	–	428
2020 Q2	$14K	Hold	187	–	–	﹤0.01%	362
2020 Q1	$12K	Hold	187	–	–	﹤0.01%	380
2019 Q4	$18K	Hold	187	–	–	0.01%	379
2019 Q3	$17K	Hold	187	–	–	0.01%	370
2019 Q2	$17K	Hold	187	–	–	0.01%	387
2019 Q1	$16K	Sell	187 -87	-32%	-$7.34K	0.01%	368
2018 Q4	$21K	Hold	274	–	–	0.01%	332
2018 Q3	$25K	Sell	274 -54	-16%	-$4.89K	0.01%	340
2018 Q2	$29K	Sell	328 -46	-12%	-$4.04K	0.01%	349
2018 Q1	$32K	Hold	374	–	–	0.01%	352
2017 Q4	$33K	Hold	374	–	–	0.01%	342
2017 Q3	$32K	Hold	374	–	–	0.01%	325
2017 Q2	$31K	Buy	374 +187	+100%	+$15.6K	0.01%	320
2017 Q1	$16K	Buy	+187	New	+$15.5K	0.01%	372

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hanson & Doremus Investment Management's IWS Position: Q1 2023 in Review

Hanson & Doremus Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Hanson & Doremus Investment Management first reported a position in IWS in Q1 2017 and held it in 15 quarters. The position peaked at $33K in Q4 2017. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

Hanson & Doremus Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Hanson & Doremus Investment Management sold 14 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $1K.
Hanson & Doremus Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and held it in 15 quarters.
Hanson & Doremus Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $33K in Q4 2017.
795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.