Physician Wealth Advisors’s IES Holdings IESC Stock Holding History

Physician Wealth Advisors’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	$2.94K	Buy	+4	New	+$2.58K	﹤0.01%	1340

Other funds holding IESC

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Physician Wealth Advisors's IESC Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in IES Holdings (IESC) in Q2 2026: 4 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings.

54 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Physician Wealth Advisors held 4 shares of IES Holdings worth $2.94K as of Q2 2026.
IES Holdings was a new Physician Wealth Advisors position in Q2 2026.
IES Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1340 holding.
54 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.