LI
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LRI Investments’s IES Holdings IESC Stock Holding History

LRI Investments’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
Q2 		$14K Hold
19
– – ﹤0.01% 868
2026
Q1 		$9.05K Sell
19
-1
-5% -$459 ﹤0.01% 911
2025
Q4 		$7.7K Hold
20
– – ﹤0.01% 939
2025
Q3 		$7.87K Hold
20
– – ﹤0.01% 924
2025
Q2 		$5.86K Hold
20
– – ﹤0.01% 979
2025
Q1 		$3.27K Sell
20
-3
-13% -$626 ﹤0.01% 1031
2024
Q4 		$4.52K Hold
23
– – ﹤0.01% 957
2024
Q3 		$5.96K Buy
+23
New +$3.73K ﹤0.01% 891

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
ACM
Ayrshire Capital Management Westport, Connecticut $214M AUM 20.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return