BlueSky Wealth Advisors’s IES Holdings IESC Stock Holding History

BlueSky Wealth Advisors’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	$708K	Buy	2,204 +4	+0.2%	+$1.32K	0.08%	67
2026 Q2	$808K	Hold	2,200	–	–	0.09%	63
2026 Q1	$524K	Hold	2,200	–	–	0.07%	70
2025 Q4	$428K	Hold	2,200	–	–	0.06%	59
2025 Q3	$437K	Hold	2,200	–	–	0.06%	60
2025 Q2	$326K	Buy	+2,200	New	+$259K	0.05%	58
2025 Q1	–	Sell	-2,200	Closed	-$221K	–	74
2024 Q4	$221K	Hold	2,200	–	–	0.03%	70
2024 Q3	$220K	Buy	+2,200	New	+$178K	0.03%	71

Other funds holding IESC

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

BlueSky Wealth Advisors's IESC Position: Q3 2026 in Review

BlueSky Wealth Advisors increased its IES Holdings (IESC) stake by 0.18% in Q3 2026, buying an estimated $1.32K and bringing the position to 2,204 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #67.

BlueSky Wealth Advisors first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. The position peaked at $808K in Q2 2026. 139 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

BlueSky Wealth Advisors held 2,204 shares of IES Holdings worth $708K as of Q3 2026.
BlueSky Wealth Advisors bought 4 IES Holdings shares in Q3 2026, an estimated $1.32K.
IES Holdings made up 0.08% of BlueSky Wealth Advisors's portfolio in Q3 2026, its #67 holding.
BlueSky Wealth Advisors first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
BlueSky Wealth Advisors's IES Holdings position peaked at $808K in Q2 2026.
139 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.