Physician Wealth Advisors
IESC icon

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
Q3 		$2.25K Sell
7
-1
-13% -$330 ﹤0.01% 1515
2026
Q2 		$2.94K Buy
+8
New +$2.58K ﹤0.01% 1340

Other funds holding IESC

Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Physician Wealth Advisors's IESC Position: Q3 2026 in Review

Physician Wealth Advisors reduced its IES Holdings (IESC) stake by 13% in Q3 2026, selling an estimated $330 and leaving 7 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Physician Wealth Advisors first reported a position in IESC in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.94K in Q2 2026. 52 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Physician Wealth Advisors held 7 shares of IES Holdings worth $2.25K as of Q3 2026.
  • Physician Wealth Advisors sold 1 IES Holdings share in Q3 2026, an estimated $330.
  • IES Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1515 holding.
  • Physician Wealth Advisors first reported a position in IES Holdings in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's IES Holdings position peaked at $2.94K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.