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Toth Financial Advisory’s IES Holdings IESC Stock Holding History

Toth Financial Advisory’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 		$51.1K Buy
159
+79
+99% +$26.1K 0.01% 379
2026
Q2 		$29.4K Buy
80
+34
+74% +$11K ﹤0.01% 452
2026
Q1 		$11K Buy
+46
New +$10.5K ﹤0.01% 549

Other funds holding IESC

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Toth Financial Advisory's IESC Position: Q3 2026 in Review

Toth Financial Advisory increased its IES Holdings (IESC) stake by 99% in Q3 2026, buying an estimated $26.1K and bringing the position to 159 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #379.

Toth Financial Advisory first reported a position in IESC in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Toth Financial Advisory held 159 shares of IES Holdings worth $51.1K as of Q3 2026.
  • Toth Financial Advisory bought 79 IES Holdings shares in Q3 2026, an estimated $26.1K.
  • IES Holdings made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #379 holding.
  • Toth Financial Advisory first reported a position in IES Holdings in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.