Root Financial Partners, LLC

Position in IESC — IES Holdings, Inc.

CIK 1977181 ENCINITAS, CA

Position in IESC

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$67,658

+$23,310 QoQ

Shares Held

142

+24.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,404,257 across 3 Engineering & Construction names.

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	381	$755,122
2	EME	EMCOR Group, Inc.	423	$351,039
3	PWR	Quanta Services, Inc.	414	$298,096

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,658	71	+24.6%	Shares	Sole	2026-04-24
2025-12-31	$44,348	57	+3.6%	Shares	Sole	2026-02-10
2025-09-30	$43,741	55	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.