MAM
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Marquette Asset Management’s IES Holdings IESC Stock Holding History

Marquette Asset Management’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 		$643 Hold
2
– – ﹤0.01% 705
2026
Q2 		$735 Hold
2
– – ﹤0.01% 757
2026
Q1 		$477 Buy
+2
New +$459 ﹤0.01% 769

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
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

Marquette Asset Management's IESC Position: Q3 2026 in Review

Marquette Asset Management held its IES Holdings (IESC) position steady in Q3 2026 at 2 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Marquette Asset Management first reported a position in IESC in Q1 2026 and has held it in 3 quarters since. The position peaked at $735 in Q2 2026. 11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Marquette Asset Management held 2 shares of IES Holdings worth $643 as of Q3 2026.
  • Marquette Asset Management left its IES Holdings share count unchanged in Q3 2026.
  • IES Holdings made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #705 holding.
  • Marquette Asset Management first reported a position in IES Holdings in Q1 2026 and has held it in 3 quarters since.
  • Marquette Asset Management's IES Holdings position peaked at $735 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.