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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52K	Sell	912 -7	-0.8%	-$387	0.01%	322
2026 Q1	$45K	Hold	919	–	–	0.01%	343
2025 Q4	$48K	Hold	919	–	–	0.01%	325
2025 Q3	$47K	Sell	919 -97	-10%	-$4.8K	0.01%	331
2025 Q2	$48K	Hold	1,016	–	–	0.01%	331
2025 Q1	$43K	Hold	1,016	–	–	0.01%	333
2024 Q4	$46K	Hold	1,016	–	–	0.01%	313
2024 Q3	$45K	Hold	1,016	–	–	0.01%	309
2024 Q2	$43K	Buy	+1,016	New	+$40.9K	0.01%	311

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Hanson & Doremus Investment Management reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.76% in Q2 2026, selling an estimated $387 and leaving 912 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #322.

Hanson & Doremus Investment Management first reported a position in XVV in Q2 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Hanson & Doremus Investment Management held 912 shares of iShares ESG Screened S&P 500 ETF worth $52K as of Q2 2026.
Hanson & Doremus Investment Management sold 7 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $387.
iShares ESG Screened S&P 500 ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #322 holding.
Hanson & Doremus Investment Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

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