Ownership history in IAM Advisory, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in JOHN HANCOCK MULTIFACTOR LARGE CAP ETF (JHML). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 162,451 | -162,502 | -50.0% | 2.88% | $13.0M | $79.85 |
| 2025 Q3 | REDUCED | 324,953 | -285 | -0.1% | 5.73% | $25.5M | $77.92 |
| 2025 Q2 | ADDED | 325,238 | +755 | +0.2% | 5.73% | $23.9M | $72.93 |
| 2025 Q1 | REDUCED | 324,483 | -8,709 | -2.6% | 5.68% | $21.9M | $66.69 |
| 2024 Q4 | REDUCED | 333,192 | -2,942 | -0.9% | 5.88% | $23.2M | $68.89 |
| 2024 Q3 | REDUCED | 336,134 | -1,744 | -0.5% | 5.90% | $23.3M | $68.23 |
| 2024 Q2 | REDUCED | 337,878 | -1,703 | -0.5% | 5.95% | $22.0M | $63.88 |
| 2024 Q1 | REDUCED | 339,581 | -6,219 | -1.8% | 6.02% | $22.0M | $63.30 |
| 2023 Q4 | REDUCED | 345,800 | -2,977 | -0.9% | 6.39% | $20.3M | $57.49 |
| 2023 Q3 | REDUCED | 348,777 | -11,442 | -3.2% | 6.46% | $18.5M | $51.42 |
As of 2025 Q4 — sorted by position size