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
1,954
+911
+87% +$588K ﹤0.01% 1929
2026
Q1 		$503K Sell
1,043
-304
-23% -$139K ﹤0.01% 2314
2025
Q4 		$555K Buy
1,347
+64
+5% +$25.7K ﹤0.01% 2399
2025
Q3 		$508K Buy
1,283
+437
+52% +$150K ﹤0.01% 2355
2025
Q2 		$259K Buy
+846
New +$199K ﹤0.01% 2759

Other funds holding IESC

Swedbank
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 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 1,954 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. 48 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,954 shares of IES Holdings worth $1.22M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 911 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.
  • 48 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.