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

Institute for 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
Q4 		– Sell
-4,896
Closed -$205K – 568
2025
Q3 		$205K Buy
+4,896
New +$200K 0.02% 544

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
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

Institute for Wealth Management's JHSC Position: Q4 2025 in Review

Institute for Wealth Management sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q4 2025, closing a stake of 4,896 shares — an estimated $205K sold.

Institute for Wealth Management first reported a position in JHSC in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 74 funds tracked by Wall St. Rank hold JHSC as of Q4 2025.

  • Institute for Wealth Management reported no remaining John Hancock Multifactor Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 4,896 John Hancock Multifactor Small Cap ETF shares in Q4 2025, an estimated $205K.
  • Institute for Wealth Management first reported a position in John Hancock Multifactor Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Institute for Wealth Management's John Hancock Multifactor Small Cap ETF position peaked at $205K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.