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IAMS WEALTH MANAGEMENT, LLC → HTD
IAMS WEALTH MANAGEMENT, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
11
Latest value
$3M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.4M |
| Q4 2025 | $1.6M |
| Q1 2026 | $2.7M |
| Q1 2026 | $383K |
| Q1 2026 | $2.5M |
| Q2 2026 | $3.7M |
| Q2 2026 | $391K |
| Q2 2026 | $2.9M |
| Q3 2026 | $3M |
| Q3 2026 | $362K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 66.9K | — | — |
| Q3 2026 | $362K | 8.0K | — | — |
| Q3 2026 | $3M | 42.5K | — | — |
| Q2 2026 | $2.9M | 65.4K | — | — |
| Q2 2026 | $391K | 8.0K | — | — |
| Q2 2026 | $3.7M | 49.6K | — | — |
| Q1 2026 | $2.5M | 58.4K | — | — |
| Q1 2026 | $383K | 8.9K | — | — |
| Q1 2026 | $2.7M | 40.6K | — | — |
| Q4 2025 | $1.6M | 37.9K | — | — |
| Q4 2025 | $1.4M | 21.3K | — | — |
Other funds holding HTD
$285.1M
$225.8M