Action Point Financial Planning’s IES Holdings IESC Stock Holding History

Action Point Financial Planning’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	$6.61K	Buy	+9	New	+$5.81K	﹤0.01%	1675

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Action Point Financial Planning's IESC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in IES Holdings (IESC) in Q2 2026: 9 shares worth $6.61K. The stake represents ﹤0.01% of the portfolio and ranks #1675 among its holdings.

411 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Action Point Financial Planning held 9 shares of IES Holdings worth $6.61K as of Q2 2026.
IES Holdings was a new Action Point Financial Planning position in Q2 2026.
IES Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1675 holding.
411 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.