Asset Management One’s IES Holdings IESC Stock Holding History

Asset Management One’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	$4.61M	Sell	14,340 -5,074	-26%	-$1.68M	0.01%	614
2026 Q2	$7.12M	Buy	19,414 +10,214	+111%	+$3.3M	0.02%	546
2026 Q1	$2.19M	Sell	9,200 -1,092	-11%	-$250K	0.01%	693
2025 Q4	$2.05M	Sell	10,292 -6,168	-37%	-$1.24M	0.01%	708
2025 Q3	$3.27M	Sell	16,460 -2,722	-14%	-$468K	0.01%	671
2025 Q2	$2.84M	Sell	19,182 -5,100	-21%	-$601K	0.01%	675
2025 Q1	$2M	Buy	24,282 +88	+0.4%	+$9.18K	0.01%	721
2024 Q4	$2.55M	Sell	24,194 -7,026	-23%	-$845K	0.01%	724
2024 Q3	$3.12M	Buy	+31,220	New	+$2.53M	0.01%	700

Other funds holding IESC

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

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

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

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Asset Management One's IESC Position: Q3 2026 in Review

Asset Management One reduced its IES Holdings (IESC) stake by 26% in Q3 2026, selling an estimated $1.68M and leaving 14,340 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #614.

Asset Management One first reported a position in IESC in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.12M in Q2 2026. 89 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Asset Management One held 14,340 shares of IES Holdings worth $4.61M as of Q3 2026.
Asset Management One sold 5,074 IES Holdings shares in Q3 2026, an estimated $1.68M.
IES Holdings made up 0.01% of Asset Management One's portfolio in Q3 2026, its #614 holding.
Asset Management One first reported a position in IES Holdings in Q3 2024 and has held it in 9 quarters since.
Asset Management One's IES Holdings position peaked at $7.12M in Q2 2026.
89 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.