Elevation Wealth Partners’s IES Holdings IESC Stock Holding History

Elevation Wealth Partners’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	$4.17K	Buy	+13	New	+$4.3K	﹤0.01%	1134

Other funds holding IESC

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners's IESC Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in IES Holdings (IESC) in Q3 2026: 13 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Elevation Wealth Partners held 13 shares of IES Holdings worth $4.17K as of Q3 2026.
IES Holdings was a new Elevation Wealth Partners position in Q3 2026.
IES Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1134 holding.
11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.