AWA
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Arete Wealth Advisors’s IES Holdings IESC Stock Holding History

Arete Wealth Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$432K Buy
1,459
+5
+0.3% +$1.48K 0.03% 455
2025
Q1 		$240K Sell
1,454
-262
-15% -$43.2K 0.02% 612
2024
Q4 		$349K Buy
1,716
+19
+1% +$3.86K 0.03% 512
2024
Q3 		$335K Buy
+1,697
New +$335K 0.03% 488