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IHT Wealth Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

IHT Wealth Management’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
2025
Q1 		– Sell
-5,910
Closed -$235K – 1117
2024
Q4 		$235K Sell
5,910
-46
-0.8% -$1.89K 0.01% 951
2024
Q3 		$239K Hold
5,956
– – 0.01% 1018
2024
Q2 		$220K Buy
5,956
+5
+0.1% +$185 0.01% 919
2024
Q1 		$229K Sell
5,951
-1,012
-15% -$36.8K 0.01% 900
2023
Q4 		$255K Buy
6,963
+7
+0.1% +$230 0.01% 829
2023
Q3 		$224K Sell
6,956
-150
-2% -$5.04K 0.01% 842
2023
Q2 		$238K Buy
7,106
+230
+3% +$7.31K 0.01% 806
2023
Q1 		$219K Buy
6,876
+130
+2% +$4.21K 0.01% 818
2022
Q4 		$206K Buy
+6,746
New +$208K 0.01% 800
2022
Q2 		– Sell
-6,721
Closed -$231K – 777
2022
Q1 		$231K Sell
6,721
-205
-3% -$6.97K 0.02% 663
2021
Q4 		$251K Buy
6,926
+8
+0.1% +$289 0.02% 673
2021
Q3 		$239K Sell
6,918
-250
-3% -$8.69K 0.02% 678
2021
Q2 		$250K Buy
7,168
+471
+7% +$16.5K 0.02% 780
2021
Q1 		$227K Sell
6,697
-971
-13% -$32.2K 0.02% 725
2020
Q4 		$235K Buy
+7,668
New +$214K 0.02% 637

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $272M AUM 16.2% 1-Year Est. Return

IHT Wealth Management's JHSC Position: Q1 2025 in Review

IHT Wealth Management sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q1 2025, closing a stake of 5,910 shares — an estimated $235K sold.

IHT Wealth Management first reported a position in JHSC in Q4 2020 and held it in 15 quarters. The position peaked at $255K in Q4 2023. 63 funds tracked by Wall St. Rank hold JHSC as of Q1 2025.

  • IHT Wealth Management reported no remaining John Hancock Multifactor Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 5,910 John Hancock Multifactor Small Cap ETF shares in Q1 2025, an estimated $235K.
  • IHT Wealth Management first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2020 and held it in 15 quarters.
  • IHT Wealth Management's John Hancock Multifactor Small Cap ETF position peaked at $255K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.