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Hanson & Doremus Investment Management Last Quarter Change: USA ETF, New

Hanson & Doremus Investment Management quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hanson & Doremus Investment Management opened 7 positions, added to 28, reduced 30, sold out of 23 and left 85 unchanged. The largest increase in value was SCHB (+$27,011); the largest decrease was SPY (-$570).

  • IVE: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 17,050.
  • IVW: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 18,644.
  • XLI: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 129.
  • SLQD: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 418.

Two Form 13F-HR filings compared (SEC CIK 1393944): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
IVE
iShares S&P 500 Value Indx ETF
ETF017,050+17,050$0$3,871+$3,871
IVW
iShares S&P 500 Growth ETF
ETF018,644+18,644$0$2,564+$2,564
XLI
Select Sector Industrial ETF
ETF0129+129$0$24+$24
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
ETF0418+418$0$21+$21
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
COMMON0266+266$0$21+$21
CGDV
Capital Group Dividend Value ETF
COMMON0237+237$0$12+$12
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
COMMON077+77$0$4+$4

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