Scheeler Financial LLC’s IES Holdings IESC Stock Holding History

Scheeler Financial LLC’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$504K	Buy	+1,571	New	+$519K	0.38%	31

Other funds holding IESC

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Scheeler Financial LLC's IESC Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in IES Holdings (IESC) in Q3 2026: 1,571 shares worth $504K. The stake represents 0.38% of the portfolio and ranks #31 among its holdings.

15 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Scheeler Financial LLC held 1,571 shares of IES Holdings worth $504K as of Q3 2026.
IES Holdings was a new Scheeler Financial LLC position in Q3 2026.
IES Holdings made up 0.38% of Scheeler Financial LLC's portfolio in Q3 2026, its #31 holding.
15 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.