AdvisorShares Investments’s IES Holdings IESC Stock Holding History

AdvisorShares Investments’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 Q1	$7.85M	Sell	16,485 -1,583	-9%	-$726K	1.43%	13
2025 Q4	$7.03M	Sell	18,068 -15,494	-46%	-$6.23M	1.17%	32
2025 Q3	$13.3M	Sell	33,562 -434	-1%	-$149K	2.18%	6
2025 Q2	$10.1M	Buy	33,996 +806	+2%	+$190K	1.82%	5
2025 Q1	$5.6M	Sell	33,190 -310	-0.9%	-$64.7K	1.1%	29
2024 Q4	$6.73M	Buy	+33,500	New	+$8.05M	1.3%	30

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AdvisorShares Investments's IESC Position: Q1 2026 in Review

AdvisorShares Investments reduced its IES Holdings (IESC) stake by 8.8% in Q1 2026, selling an estimated $726K and leaving 16,485 shares worth $7.85M. The position accounts for 1.43% of the portfolio, ranked #13.

AdvisorShares Investments first reported a position in IESC in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.3M in Q3 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

AdvisorShares Investments held 16,485 shares of IES Holdings worth $7.85M as of Q1 2026.
AdvisorShares Investments sold 1,583 IES Holdings shares in Q1 2026, an estimated $726K.
IES Holdings made up 1.43% of AdvisorShares Investments's portfolio in Q1 2026, its #13 holding.
AdvisorShares Investments first reported a position in IES Holdings in Q4 2024 and has held it in 6 quarters since.
AdvisorShares Investments's IES Holdings position peaked at $13.3M in Q3 2025.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.