Hanson & Doremus Investment Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$47K Sell
2025
Q2
$48K Hold
2025
Q1
$43K Hold
2024
Q4
$46K Hold
2024
Q3
$45K Hold
2024
Q2
$43K Buy