IWC
JHI

Integrated Wealth Concepts’s John Hancock Investors Trust JHI Stock Holding History

Integrated Wealth Concepts’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$957K Buy
74,091
+1
+0% +$14 0.01% 1144
2025
Q4 		$1.01M Sell
74,090
-5,469
-7% -$75.5K 0.01% 766
2025
Q3 		$1.11M Sell
79,559
-204
-0.3% -$2.87K 0.01% 922
2025
Q2 		$1.1M Buy
79,763
+50,375
+171% +$669K 0.01% 867
2025
Q1 		$399K Buy
29,388
+530
+2% +$7.38K ﹤0.01% 1255
2024
Q4 		$395K Buy
28,858
+233
+0.8% +$3.29K ﹤0.01% 1234
2024
Q3 		$402K Buy
+28,625
New +$388K ﹤0.01% 1180

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrated Wealth Concepts's JHI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its John Hancock Investors Trust (JHI) stake by 0% in Q1 2026, buying an estimated $14 and bringing the position to 74,091 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #1144.

Integrated Wealth Concepts first reported a position in JHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q3 2025. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Integrated Wealth Concepts held 74,091 shares of John Hancock Investors Trust worth $957K as of Q1 2026.
  • Integrated Wealth Concepts bought 1 John Hancock Investors Trust share in Q1 2026, an estimated $14.
  • John Hancock Investors Trust made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1144 holding.
  • Integrated Wealth Concepts first reported a position in John Hancock Investors Trust in Q3 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's John Hancock Investors Trust position peaked at $1.11M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.