Scheeler Financial’s IES Holdings IESC Stock Holding History

Scheeler Financial’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	$504K	Buy	+1,571	New	+$519K	0.38%	31

Other funds holding IESC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Scheeler Financial's IESC Position: Q3 2026 in Review

Scheeler Financial opened a new position in IES Holdings (IESC) in Q3 2026: 1,571 shares worth $504K. The stake represents 0.38% of the portfolio and ranks #31 among its holdings.

105 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Scheeler Financial held 1,571 shares of IES Holdings worth $504K as of Q3 2026.
IES Holdings was a new Scheeler Financial position in Q3 2026.
IES Holdings made up 0.38% of Scheeler Financial's portfolio in Q3 2026, its #31 holding.
105 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.