Whitaker-Myers Wealth Managers’s IES Holdings IESC Stock Holding History

Whitaker-Myers Wealth Managers’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	$247K	Buy	+770	New	+$254K	0.04%	113

Other funds holding IESC

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IESC Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in IES Holdings (IESC) in Q3 2026: 770 shares worth $247K. The stake represents 0.04% of the portfolio and ranks #113 among its holdings.

11 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Whitaker-Myers Wealth Managers held 770 shares of IES Holdings worth $247K as of Q3 2026.
IES Holdings was a new Whitaker-Myers Wealth Managers position in Q3 2026.
IES Holdings made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #113 holding.
11 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.