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Iron Horse Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Iron Horse Wealth Management’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-329
Closed -$22.9K – 629
2024
Q4 		$22.9K Hold
329
– – 0.01% 171
2024
Q3 		$22.8K Hold
329
– – 0.01% 166
2024
Q2 		$21.4K Buy
+329
New +$21K 0.01% 156

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Iron Horse Wealth Management's JHML Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2025, closing a stake of 329 shares — an estimated $22.9K sold.

Iron Horse Wealth Management first reported a position in JHML in Q2 2024 and held it in 3 quarters. The position peaked at $22.9K in Q4 2024. 98 funds tracked by Wall St. Rank hold JHML as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 329 John Hancock Multifactor Large Cap ETF shares in Q1 2025, an estimated $22.9K.
  • Iron Horse Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2024 and held it in 3 quarters.
  • Iron Horse Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $22.9K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.