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Essential Partners’s IES Holdings IESC Stock Holding History

Essential 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 		$29.5K Buy
92
+48
+109% +$15.9K 0.01% 785
2026
Q2 		$16.2K Buy
44
+2
+5% +$646 0.01% 995
2026
Q1 		$10K Hold
42
– – ﹤0.01% 1256
2025
Q4 		$8.17K Hold
42
– – ﹤0.01% 1240
2025
Q3 		$8.35K Buy
42
+2
+5% +$344 ﹤0.01% 1231
2025
Q2 		$5.92K Buy
+40
New +$4.71K ﹤0.01% 1006

Other funds holding IESC

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Essential Partners's IESC Position: Q3 2026 in Review

Essential Partners increased its IES Holdings (IESC) stake by 109% in Q3 2026, buying an estimated $15.9K and bringing the position to 92 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #785.

Essential Partners first reported a position in IESC in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Essential Partners held 92 shares of IES Holdings worth $29.5K as of Q3 2026.
  • Essential Partners bought 48 IES Holdings shares in Q3 2026, an estimated $15.9K.
  • IES Holdings made up 0.01% of Essential Partners's portfolio in Q3 2026, its #785 holding.
  • Essential Partners first reported a position in IES Holdings in Q2 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.