Arete Wealth Advisors’s IES Holdings IESC Stock Holding History

Arete Wealth Advisors’s Portfolio IESC Stock Details IESC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$521K	Sell
2025 Q3	$2.09M	Buy
2025 Q2	$432K	Buy
2025 Q1	$240K	Sell
2024 Q4	$349K	Buy
2024 Q3	$335K	Buy