Root Financial Partners
IESC icon

Root Financial Partners’s IES Holdings IESC Stock Holding History

Root Financial Partners’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 		$63.6K Buy
+198
New +$65.4K ﹤0.01% 959
2026
Q2 		– Sell
-142
Closed -$33.8K – 1722
2026
Q1 		$33.8K Buy
142
+28
+25% +$6.42K ﹤0.01% 1050
2025
Q4 		$22.2K Buy
114
+4
+4% +$804 ﹤0.01% 1135
2025
Q3 		$21.9K Buy
+110
New +$18.9K ﹤0.01% 1074

Other funds holding IESC

GJL
Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Root Financial Partners's IESC Position: Q3 2026 in Review

Root Financial Partners opened a new position in IES Holdings (IESC) in Q3 2026: 198 shares worth $63.6K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IESC as recently as Q1 2026.

Root Financial Partners first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Root Financial Partners held 198 shares of IES Holdings worth $63.6K as of Q3 2026.
  • IES Holdings was a new Root Financial Partners position in Q3 2026.
  • IES Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #959 holding.
  • Root Financial Partners first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.