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True Wealth Design’s IES Holdings IESC Stock Holding History

True Wealth Design’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 		$43.7K Buy
136
+18
+15% +$5.95K 0.01% 557
2026
Q2 		$43.3K Sell
118
-4
-3% -$1.29K 0.01% 551
2026
Q1 		$29.1K Hold
122
– – 0.01% 569
2025
Q4 		$23.7K Hold
122
– – 0.01% 552
2025
Q3 		$24.3K Hold
122
– – 0.01% 541
2025
Q2 		$18.1K Buy
122
+76
+165% +$8.96K 0.01% 406
2025
Q1 		$3.8K Buy
46
+36
+360% +$3.75K ﹤0.01% 771
2024
Q4 		$1K Buy
10
+6
+150% +$721 ﹤0.01% 942
2024
Q3 		$400 Buy
+4
New +$324 ﹤0.01% 1130

Other funds holding IESC

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SFL
Scheeler Financial LLC West Chester, Ohio $132M AUM
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

True Wealth Design's IESC Position: Q3 2026 in Review

True Wealth Design increased its IES Holdings (IESC) stake by 15% in Q3 2026, buying an estimated $5.95K and bringing the position to 136 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #557.

True Wealth Design first reported a position in IESC in Q3 2024 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • True Wealth Design held 136 shares of IES Holdings worth $43.7K as of Q3 2026.
  • True Wealth Design bought 18 IES Holdings shares in Q3 2026, an estimated $5.95K.
  • IES Holdings made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #557 holding.
  • True Wealth Design first reported a position in IES Holdings in Q3 2024 and has held it in 9 quarters since.
  • 33 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.