Hedeker Wealth’s IES Holdings IESC Stock Holding History

Hedeker Wealth’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	$3.17M	Sell	9,869 -19	-0.2%	-$6.28K	0.58%	51
2026 Q2	$3.63M	Sell	9,888 -20	-0.2%	-$6.46K	0.69%	44
2026 Q1	$2.36M	Buy	9,908 +204	+2%	+$46.8K	0.5%	53
2025 Q4	$1.89M	Buy	9,704 +208	+2%	+$41.8K	0.4%	55
2025 Q3	$1.89M	Buy	9,496 +764	+9%	+$131K	0.39%	59
2025 Q2	$1.29M	Sell	8,732 -76	-0.9%	-$8.96K	0.3%	67
2025 Q1	$727K	Buy	+8,808	New	+$919K	0.2%	76

Other funds holding IESC

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Hedeker Wealth's IESC Position: Q3 2026 in Review

Hedeker Wealth reduced its IES Holdings (IESC) stake by 0.19% in Q3 2026, selling an estimated $6.28K and leaving 9,869 shares worth $3.17M. The position accounts for 0.58% of the portfolio, ranked #51.

Hedeker Wealth first reported a position in IESC in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.63M in Q2 2026. 72 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Hedeker Wealth held 9,869 shares of IES Holdings worth $3.17M as of Q3 2026.
Hedeker Wealth sold 19 IES Holdings shares in Q3 2026, an estimated $6.28K.
IES Holdings made up 0.58% of Hedeker Wealth's portfolio in Q3 2026, its #51 holding.
Hedeker Wealth first reported a position in IES Holdings in Q1 2025 and has held it in 7 quarters since.
Hedeker Wealth's IES Holdings position peaked at $3.63M in Q2 2026.
72 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Hedeker Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.