FFA
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Farther Finance Advisors’s IES Holdings IESC Stock Holding History

Farther Finance 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 		$572K Sell
1,783
-287
-14% -$94.8K ﹤0.01% 1486
2026
Q2 		$760K Sell
2,070
-214
-9% -$69.1K 0.01% 1271
2026
Q1 		$553K Buy
2,284
+98
+4% +$22.5K 0.01% 1326
2025
Q4 		$425K Buy
2,186
+206
+10% +$41.4K ﹤0.01% 1418
2025
Q3 		$394K Buy
1,980
+882
+80% +$152K 0.01% 1210
2025
Q2 		$163K Buy
1,098
+1,096
+54,800% +$129K ﹤0.01% 1496
2025
Q1 		$169 Hold
2
– – ﹤0.01% 3980
2024
Q4 		$201 Hold
2
– – ﹤0.01% 3660
2024
Q3 		$200 Buy
+2
New +$162 ﹤0.01% 3653

Other funds holding IESC

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's IESC Position: Q3 2026 in Review

Farther Finance Advisors reduced its IES Holdings (IESC) stake by 14% in Q3 2026, selling an estimated $94.8K and leaving 1,783 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Farther Finance Advisors first reported a position in IESC in Q3 2024 and has held it in 9 quarters since. The position peaked at $760K in Q2 2026. 11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Farther Finance Advisors held 1,783 shares of IES Holdings worth $572K as of Q3 2026.
  • Farther Finance Advisors sold 287 IES Holdings shares in Q3 2026, an estimated $94.8K.
  • IES Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1486 holding.
  • Farther Finance Advisors first reported a position in IES Holdings in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's IES Holdings position peaked at $760K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.