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Insight Wealth Strategies’s IES Holdings IESC Stock Holding History

Insight Wealth Strategies’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 		$475K Hold
1,478
– – 0.05% 129
2026
Q2 		$517K Hold
1,478
– – 0.05% 123
2026
Q1 		$352K Hold
1,478
– – 0.04% 142
2025
Q4 		$287K Hold
1,478
– – 0.03% 148
2025
Q3 		$294K Sell
1,478
-1,330
-47% -$229K 0.03% 147
2025
Q2 		$406K Buy
2,808
+132
+5% +$15.6K 0.05% 128
2025
Q1 		$221K Hold
2,676
– – 0.03% 148
2024
Q4 		$269K Hold
2,676
– – 0.04% 138
2024
Q3 		$267K Buy
+2,676
New +$217K 0.04% 147

Other funds holding IESC

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Insight Wealth Strategies's IESC Position: Q3 2026 in Review

Insight Wealth Strategies held its IES Holdings (IESC) position steady in Q3 2026 at 1,478 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #129.

Insight Wealth Strategies first reported a position in IESC in Q3 2024 and has held it in 9 quarters since. The position peaked at $517K in Q2 2026. 11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Insight Wealth Strategies held 1,478 shares of IES Holdings worth $475K as of Q3 2026.
  • Insight Wealth Strategies left its IES Holdings share count unchanged in Q3 2026.
  • IES Holdings made up 0.05% of Insight Wealth Strategies's portfolio in Q3 2026, its #129 holding.
  • Insight Wealth Strategies first reported a position in IES Holdings in Q3 2024 and has held it in 9 quarters since.
  • Insight Wealth Strategies's IES Holdings position peaked at $517K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.