Iams Wealth Management
JDVL icon

Iams Wealth Management’s John Hancock Disciplined Value Select ETF JDVL Stock Holding History

Iams Wealth Management’s Portfolio JDVL Stock Details JDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48M Buy
+47,237
New +$1.51M 0.43% 70

Other funds holding JDVL

Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Iams Wealth Management's JDVL Position: Q3 2026 in Review

Iams Wealth Management opened a new position in John Hancock Disciplined Value Select ETF (JDVL) in Q3 2026: 47,237 shares worth $1.48M. The stake represents 0.43% of the portfolio and ranks #70 among its holdings.

4 funds tracked by Wall St. Rank hold JDVL as of Q3 2026.

  • Iams Wealth Management held 47,237 shares of John Hancock Disciplined Value Select ETF worth $1.48M as of Q3 2026.
  • John Hancock Disciplined Value Select ETF was a new Iams Wealth Management position in Q3 2026.
  • John Hancock Disciplined Value Select ETF made up 0.43% of Iams Wealth Management's portfolio in Q3 2026, its #70 holding.
  • 4 funds tracked by Wall St. Rank held John Hancock Disciplined Value Select ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.