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 Q2	–	Sell	-71	Closed	-$33.8K	–	1722
2026 Q1	$33.8K	Buy	71 +14	+25%	+$6.42K	﹤0.01%	1050
2025 Q4	$22.2K	Buy	57 +2	+4%	+$804	﹤0.01%	1135
2025 Q3	$21.9K	Buy	+55	New	+$18.9K	﹤0.01%	1074

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AAS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Root Financial Partners's IESC Position: Q2 2026 in Review

Root Financial Partners sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 71 shares — an estimated $33.8K sold.

Root Financial Partners first reported a position in IESC in Q3 2025 and held it in 3 quarters. The position peaked at $33.8K in Q1 2026. 102 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Root Financial Partners reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 71 IES Holdings shares in Q2 2026, an estimated $33.8K.
Root Financial Partners first reported a position in IES Holdings in Q3 2025 and held it in 3 quarters.
Root Financial Partners's IES Holdings position peaked at $33.8K in Q1 2026.
102 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.