Versant Capital Management’s IES Holdings IESC Stock Holding History

Versant Capital Management’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	$77.9K	Buy	106 +1	+1%	+$646	0.01%	1072
2026 Q1	$50K	Buy	105 +2	+2%	+$917	﹤0.01%	1242
2025 Q4	$40.1K	Hold	103	–	–	0.01%	1208
2025 Q3	$41K	Hold	103	–	–	0.01%	1141
2025 Q2	$30.5K	Buy	103 +22	+27%	+$5.18K	﹤0.01%	1270
2025 Q1	$13.4K	Buy	81 +70	+636%	+$14.6K	﹤0.01%	1567
2024 Q4	$2.21K	Hold	11	–	–	﹤0.01%	2043
2024 Q3	$2.2K	Hold	11	–	–	﹤0.01%	1537
2024 Q2	$1.53K	Buy	+11	New	+$1.55K	﹤0.01%	1578

Other funds holding IESC

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Ayrshire Capital Management Westport, Connecticut $214M AUM 20.58% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return