SIM
JHSC icon

Sims Investment Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Sims Investment 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
2026
Q3 		$17.7M Buy
390,021
+14,764
+4% +$710K 5.53% 6
2026
Q2 		$18.2M Buy
375,257
+25,871
+7% +$1.2M 5.63% 4
2026
Q1 		$15M Buy
349,386
+27,440
+9% +$1.22M 5.51% 6
2025
Q4 		$13.5M Buy
321,946
+12,603
+4% +$529K 4.78% 6
2025
Q3 		$12.9M Buy
309,343
+21,276
+7% +$868K 4.68% 6
2025
Q2 		$11.2M Buy
288,067
+119,349
+71% +$4.42M 4.52% 6
2025
Q1 		$6.29M Buy
168,718
+91,150
+118% +$3.61M 2.81% 8
2024
Q4 		$3.08M Buy
+77,568
New +$3.19M 1.74% 11

Other funds holding JHSC

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sims Investment Management's JHSC Position: Q3 2026 in Review

Sims Investment Management increased its John Hancock Multifactor Small Cap ETF (JHSC) stake by 3.9% in Q3 2026, buying an estimated $710K and bringing the position to 390,021 shares worth $17.7M. The position accounts for 5.53% of the portfolio, ranked #6.

Sims Investment Management first reported a position in JHSC in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.2M in Q2 2026. 9 funds tracked by Wall St. Rank hold JHSC as of Q3 2026.

  • Sims Investment Management held 390,021 shares of John Hancock Multifactor Small Cap ETF worth $17.7M as of Q3 2026.
  • Sims Investment Management bought 14,764 John Hancock Multifactor Small Cap ETF shares in Q3 2026, an estimated $710K.
  • John Hancock Multifactor Small Cap ETF made up 5.53% of Sims Investment Management's portfolio in Q3 2026, its #6 holding.
  • Sims Investment Management first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's John Hancock Multifactor Small Cap ETF position peaked at $18.2M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.