Hanson & Doremus Investment Management XJR — iShares ESG Screened S&P Small-Cap ETF

Ownership history in Hanson & Doremus Investment Management  ·  9 quarters on record

AI Ownership Summary

Hanson & Doremus Investment Management reported iShares ESG Screened S&P Small-Cap ETF (XJR) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows XJR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hanson & Doremus Investment Management's position in iShares ESG Screened S&P Small-Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XJR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XJR stock page Hanson & Doremus Investment Management fund profile Hanson & Doremus Investment Management full holdings
How Hanson & Doremus Investment Management held XJR — position size vs. price
% of Fund (quarterly)    XJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 458 -37 -7.5% 0.00% $24 2026-07-29 $50.96
2026 Q1 UNCHANGED — — — 495 — 0% 0.00% $22 2026-04-17 $47.57
2025 Q4 ADDED — — — 495 +1 +0.2% 0.00% $21K 2026-01-20 $44.41
2025 Q3 ADDED — — — 494 +22 +4.7% 0.00% $21K 2025-10-15 $42.06
2025 Q2 ADDED — — — 472 +1 +0.2% 0.00% $19K 2025-07-17 $40.22
2025 Q1 UNCHANGED — — — 471 — 0% 0.00% $18K 2025-04-17 $34.21
2024 Q4 UNCHANGED — — — 471 — 0% 0.00% $19K 2025-01-23 $41.76
2024 Q3 UNCHANGED — — — 471 — 0% 0.00% $20K 2024-10-17 $41.22
2024 Q2 INITIATED — — — 471 — — 0.00% $18K 2024-08-08 $38.02

🏢 Other funds also holding XJR

As of 2026 Q2 — sorted by position size

Invera Wealth Advisors, LLC 1.64% Highland Financial Advisors, LLC 3Y 0.67% Atlantic Private Wealth, LLC 3Y 0.53% BIRCHBROOK, INC. 0.29% Beta Wealth Group, Inc. 3Y 7Y 0.28% Balanced Rock Investment Advisors LLC 0.26% Eley Financial Management, Inc 3Y 0.23% Biltmore Family Office, LLC 3Y 7Y 0.22% Cambridge Financial Group, LLC 0.2% Sprinkle Financial Consultants LLC 0.16%

FAQ About Hanson & Doremus Investment Management and XJR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hanson & Doremus Investment Management reported owning XJR?

Hanson & Doremus Investment Management reported XJR across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported XJR position in Hanson & Doremus Investment Management's portfolio?

The largest reported portfolio weight for XJR was 0.00% in 2024 Q3.

What is the latest reported XJR position on this page?

The most recent filing on this page is 2026 Q2, when Hanson & Doremus Investment Management reported 458 shares, equal to 0.00% of portfolio, with an estimated market value of $24.

What does the chart on this XJR ownership page compare?

The chart compares Hanson & Doremus Investment Management's quarterly XJR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hanson & Doremus Investment Management time their XJR position?

Based on 13F filing dates vs. subsequent XJR price moves, Hanson & Doremus Investment Management correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on XJR relative to SPY over the holding period was +287.8%.

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