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 Q2	$9.9M	Sell	26,948 -6,022	-18%	-$1.94M	1.2%	12
2026 Q1	$7.85M	Sell	32,970 -3,166	-9%	-$726K	1.43%	13
2025 Q4	$7.03M	Sell	36,136 -30,988	-46%	-$6.23M	1.17%	32
2025 Q3	$13.3M	Sell	67,124 -868	-1%	-$149K	2.18%	6
2025 Q2	$10.1M	Buy	67,992 +1,612	+2%	+$190K	1.82%	5
2025 Q1	$5.6M	Sell	66,380 -620	-0.9%	-$64.7K	1.1%	29
2024 Q4	$6.73M	Buy	+67,000	New	+$8.05M	1.3%	30

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 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

AdvisorShares Investments's IESC Position: Q2 2026 in Review

AdvisorShares Investments reduced its IES Holdings (IESC) stake by 18% in Q2 2026, selling an estimated $1.94M and leaving 26,948 shares worth $9.9M. The position accounts for 1.2% of the portfolio, ranked #12.

AdvisorShares Investments first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3M in Q3 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

AdvisorShares Investments held 26,948 shares of IES Holdings worth $9.9M as of Q2 2026.
AdvisorShares Investments sold 6,022 IES Holdings shares in Q2 2026, an estimated $1.94M.
IES Holdings made up 1.2% of AdvisorShares Investments's portfolio in Q2 2026, its #12 holding.
AdvisorShares Investments first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
AdvisorShares Investments's IES Holdings position peaked at $13.3M in Q3 2025.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.