Wealth Enhancement Advisory Services’s IES Holdings IESC Stock Holding History

Wealth Enhancement Advisory Services’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	$2.81M	Buy	9,342 +5,434	+139%	+$1.8M	﹤0.01%	1449
2026 Q2	$1.22M	Buy	3,908 +1,822	+87%	+$588K	﹤0.01%	1929
2026 Q1	$503K	Sell	2,086 -608	-23%	-$139K	﹤0.01%	2314
2025 Q4	$555K	Buy	2,694 +128	+5%	+$25.7K	﹤0.01%	2399
2025 Q3	$508K	Buy	2,566 +874	+52%	+$150K	﹤0.01%	2355
2025 Q2	$259K	Buy	+1,692	New	+$199K	﹤0.01%	2759

Other funds holding IESC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's IESC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its IES Holdings (IESC) stake by 139% in Q3 2026, buying an estimated $1.8M and bringing the position to 9,342 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Wealth Enhancement Advisory Services first reported a position in IESC in Q2 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Wealth Enhancement Advisory Services held 9,342 shares of IES Holdings worth $2.81M as of Q3 2026.
Wealth Enhancement Advisory Services bought 5,434 IES Holdings shares in Q3 2026, an estimated $1.8M.
IES Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1449 holding.
Wealth Enhancement Advisory Services first reported a position in IES Holdings in Q2 2025 and has held it in 6 quarters since.
89 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.