Summit Trail Advisors’s IES Holdings IESC Stock Holding History

Summit Trail 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
2025 Q2	$379K	Sell
2025 Q1	$221K	Buy
2024 Q4	$250K	Buy
2024 Q3	$242K	Buy
2018 Q1	–	Sell
2017 Q4	$0	Buy