IWM
HES

Iams Wealth Management’s Hess HES Stock Holding History

Iams Wealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,099
Closed -$291K – 187
2025
Q2 		$291K Hold
2,099
– – 0.13% 142
2025
Q1 		$335K Hold
2,099
– – 0.15% 131
2024
Q4 		$279K Hold
2,099
– – 0.13% 140
2024
Q3 		$285K Hold
2,099
– – 0.14% 126
2024
Q2 		$310K Hold
2,099
– – 0.17% 116
2024
Q1 		$305K Hold
2,099
– – 0.19% 98
2023
Q4 		$303K Hold
2,099
– – 0.2% 94
2023
Q3 		$321K Buy
+2,099
New +$316K 0.22% 94
2023
Q2 		– Sell
-2,099
Closed -$287K – 178
2023
Q1 		$278K Buy
+2,099
New +$292K 0.23% 88

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Iams Wealth Management's HES Position: Q3 2025 in Review

Iams Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 2,099 shares — an estimated $291K sold.

Iams Wealth Management first reported a position in HES in Q1 2023 and held it in 9 quarters. The position peaked at $335K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Iams Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Iams Wealth Management sold 2,099 Hess shares in Q3 2025, an estimated $291K.
  • Iams Wealth Management first reported a position in Hess in Q1 2023 and held it in 9 quarters.
  • Iams Wealth Management's Hess position peaked at $335K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.