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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IESC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IESC Position History

IES Holdings, Inc. • Construction

Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$508K
Q4 2025$555K
Q1 2026$503K
Q2 2026$1.2M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M9.3K——
Q2 2026$1.2M2.0K——
Q1 2026$503K1.0K——
Q4 2025$555K1.3K——
Q3 2025$508K1.3K——

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