Hanson & Doremus Investment Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97K	Sell	1,854 -58	-3%	-$2.87K	0.01%	271
2026 Q1	$87K	Hold	1,912	–	–	0.01%	276
2025 Q4	$85K	Hold	1,912	–	–	0.01%	274
2025 Q3	$84K	Buy	1,912 +794	+71%	+$34.2K	0.01%	274
2025 Q2	$46K	Hold	1,118	–	–	0.01%	337
2025 Q1	$44K	Buy	1,118 +34	+3%	+$1.42K	0.01%	332
2024 Q4	$45K	Hold	1,084	–	–	0.01%	314
2024 Q3	$46K	Buy	1,084 +26	+2%	+$1.06K	0.01%	305
2024 Q2	$42K	Buy	+1,058	New	+$41.9K	0.01%	315

Other funds holding XJH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Hanson & Doremus Investment Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3% in Q2 2026, selling an estimated $2.87K and leaving 1,854 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #271.

Hanson & Doremus Investment Management first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Hanson & Doremus Investment Management held 1,854 shares of iShares ESG Screened S&P Mid-Cap ETF worth $97K as of Q2 2026.
Hanson & Doremus Investment Management sold 58 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.87K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #271 holding.
Hanson & Doremus Investment Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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