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City State Bank’s IES Holdings IESC Stock Holding History

City State Bank’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
Q2 		$777K Sell
1,057
-20
-2% -$12.9K 0.18% 106
2026
Q1 		$513K Sell
1,077
-13
-1% -$5.96K 0.13% 127
2025
Q4 		$424K Sell
1,090
-30
-3% -$12.1K 0.12% 139
2025
Q3 		$445K Sell
1,120
-25
-2% -$8.6K 0.13% 132
2025
Q2 		$339K Sell
1,145
-50
-4% -$11.8K 0.11% 154
2025
Q1 		$197K Buy
1,195
+670
+128% +$140K 0.07% 181
2024
Q4 		$106K Buy
+525
New +$126K 0.04% 247

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACM
Ayrshire Capital Management Westport, Connecticut $214M AUM 20.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return