Rothwell Investment Advisors, LLC’s IES Holdings IESC Stock Holding History

Rothwell Investment Advisors, 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	$241K	Buy	+752	New	+$249K	0.13%	154

Other funds holding IESC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IESC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in IES Holdings (IESC) in Q3 2026: 752 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #154 among its holdings.

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

Rothwell Investment Advisors, LLC held 752 shares of IES Holdings worth $241K as of Q3 2026.
IES Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
IES Holdings made up 0.13% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #154 holding.
194 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.