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Hanson & Doremus Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Hanson & Doremus Investment Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-28
Closed -$3K – 465
2015
Q4 		$3K Hold
28
– – ﹤0.01% 443
2015
Q3 		$3K Buy
+28
New +$3.39K ﹤0.01% 422

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Hanson & Doremus Investment Management's IWV Position: Q1 2016 in Review

Hanson & Doremus Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2016, closing a stake of 28 shares — an estimated $3K sold.

Hanson & Doremus Investment Management first reported a position in IWV in Q3 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 310 funds tracked by Wall St. Rank hold IWV as of Q1 2016.

  • Hanson & Doremus Investment Management reported no remaining iShares Russell 3000 ETF position as of Q1 2016 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 28 iShares Russell 3000 ETF shares in Q1 2016, an estimated $3K.
  • Hanson & Doremus Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2015 and held it in 2 quarters.
  • Hanson & Doremus Investment Management's iShares Russell 3000 ETF position peaked at $3K in Q4 2015.
  • 310 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2016.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2016, filed 12 May 2016.