AssetMark Inc’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

AssetMark Inc’s Portfolio JHSC Stock Details JHSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.8K	Hold	216	–	–	﹤0.01%	2514
2026 Q2	$10.5K	Buy	216 +160	+286%	+$7.43K	﹤0.01%	2428
2026 Q1	$2.4K	Sell	56 -13	-19%	-$577	﹤0.01%	2811
2025 Q4	$2.9K	Hold	69	–	–	﹤0.01%	2658
2025 Q3	$2.89K	Sell	69 -12	-15%	-$489	﹤0.01%	2521
2025 Q2	$3.16K	Buy	+81	New	+$3K	﹤0.01%	2282
2024 Q2	–	Sell	-53	Closed	-$2.04K	–	2179
2024 Q1	$2.04K	Sell	53 -14	-21%	-$509	﹤0.01%	1584
2023 Q4	$2.45K	Buy	+67	New	+$2.2K	﹤0.01%	1518
2023 Q3	–	Sell	-114	Closed	-$3.81K	–	1779
2023 Q2	$3.81K	Buy	+114	New	+$3.62K	﹤0.01%	1371
2022 Q2	–	Sell	-86	Closed	-$3K	–	1591
2022 Q1	$3K	Buy	86 +79	+1,129%	+$2.68K	﹤0.01%	1362
2021 Q4	$0	Buy	+7	New	+$253	﹤0.01%	1580
2021 Q2	–	Sell	-30	Closed	-$1K	–	1441
2021 Q1	$1K	Buy	+30	New	+$995	﹤0.01%	1266

Other funds holding JHSC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 16.62% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's JHSC Position: Q3 2026 in Review

AssetMark Inc held its John Hancock Multifactor Small Cap ETF (JHSC) position steady in Q3 2026 at 216 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

AssetMark Inc first reported a position in JHSC in Q1 2021 and has held it in 12 quarters since. The position peaked at $10.5K in Q2 2026. 37 funds tracked by Wall St. Rank hold JHSC as of Q3 2026.

AssetMark Inc held 216 shares of John Hancock Multifactor Small Cap ETF worth $9.8K as of Q3 2026.
AssetMark Inc left its John Hancock Multifactor Small Cap ETF share count unchanged in Q3 2026.
John Hancock Multifactor Small Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2514 holding.
AssetMark Inc first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2021 and has held it in 12 quarters since.
AssetMark Inc's John Hancock Multifactor Small Cap ETF position peaked at $10.5K in Q2 2026.
37 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.