AssetMark Inc
IESC icon

AssetMark Inc’s IES Holdings IESC Stock Holding History

AssetMark Inc’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 		$25K Buy
78
+50
+179% +$16.5K ﹤0.01% 2161
2026
Q2 		$10.3K Buy
28
+4
+17% +$1.29K ﹤0.01% 2434
2026
Q1 		$5.72K Buy
24
+4
+20% +$917 ﹤0.01% 2515
2025
Q4 		$3.89K Hold
20
– – ﹤0.01% 2552
2025
Q3 		$3.98K Hold
20
– – ﹤0.01% 2416
2025
Q2 		$2.96K Buy
+20
New +$2.36K ﹤0.01% 2307

Other funds holding IESC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AssetMark Inc's IESC Position: Q3 2026 in Review

AssetMark Inc increased its IES Holdings (IESC) stake by 179% in Q3 2026, buying an estimated $16.5K and bringing the position to 78 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

AssetMark Inc first reported a position in IESC in Q2 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • AssetMark Inc held 78 shares of IES Holdings worth $25K as of Q3 2026.
  • AssetMark Inc bought 50 IES Holdings shares in Q3 2026, an estimated $16.5K.
  • IES Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2161 holding.
  • AssetMark Inc first reported a position in IES Holdings in Q2 2025 and has held it in 6 quarters since.
  • 194 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.