RWML
IESC icon

RAFFA WEALTH MANAGEMENT, LLC’s IES Holdings IESC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$735 Buy
+1
New +$646 ﹤0.01% 1111

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

RAFFA WEALTH MANAGEMENT, LLC's IESC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in IES Holdings (IESC) in Q2 2026: 1 share worth $735. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings.

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

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of IES Holdings worth $735 as of Q2 2026.
  • IES Holdings was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • IES Holdings made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1111 holding.
  • 97 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.