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Sequoia Financial Advisors’s IES Holdings IESC Stock Holding History

Sequoia Financial 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 		$319K Buy
+434
New +$280K ﹤0.01% 1635

Other funds holding IESC

Swedbank
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
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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sequoia Financial Advisors's IESC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in IES Holdings (IESC) in Q2 2026: 434 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings.

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

  • Sequoia Financial Advisors held 434 shares of IES Holdings worth $319K as of Q2 2026.
  • IES Holdings was a new Sequoia Financial Advisors position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1635 holding.
  • 60 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.