Wealth Enhancement Advisory Services
IESC icon

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
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

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's IESC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its IES Holdings (IESC) stake by 87% in Q2 2026, buying an estimated $588K and bringing the position to 3,908 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Wealth Enhancement Advisory Services first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,908 shares of IES Holdings worth $1.22M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,822 IES Holdings shares in Q2 2026, an estimated $588K.
  • IES Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1929 holding.
  • Wealth Enhancement Advisory Services first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.