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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22K	Hold	495	–	–	﹤0.01%	405
2025 Q4	$21K	Buy	495 +1	+0.2%	+$42	﹤0.01%	387
2025 Q3	$21K	Buy	494 +22	+5%	+$912	﹤0.01%	389
2025 Q2	$19K	Buy	472 +1	+0.2%	+$37	﹤0.01%	405
2025 Q1	$18K	Hold	471	–	–	﹤0.01%	402
2024 Q4	$19K	Hold	471	–	–	﹤0.01%	378
2024 Q3	$20K	Hold	471	–	–	﹤0.01%	366
2024 Q2	$18K	Buy	+471	New	+$17.9K	﹤0.01%	382

Other funds holding XJR

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hanson & Doremus Investment Management held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 495 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Hanson & Doremus Investment Management first reported a position in XJR in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Hanson & Doremus Investment Management held 495 shares of iShares ESG Screened S&P Small-Cap ETF worth $22K as of Q1 2026.
Hanson & Doremus Investment Management left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #405 holding.
Hanson & Doremus Investment Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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