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Advisory Services Network’s IES Holdings IESC Stock Holding History

Advisory Services Network’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 		$156K Buy
+328
New +$150K ﹤0.01% 1955
2025
Q4 		– Sell
-230
Closed -$91.5K – 2992
2025
Q3 		$91.5K Buy
+230
New +$79.2K ﹤0.01% 2130

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's IESC Position: Q1 2026 in Review

Advisory Services Network opened a new position in IES Holdings (IESC) in Q1 2026: 328 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IESC as recently as Q3 2025.

Advisory Services Network first reported a position in IESC in Q3 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Advisory Services Network held 328 shares of IES Holdings worth $156K as of Q1 2026.
  • IES Holdings was a new Advisory Services Network position in Q1 2026.
  • IES Holdings made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1955 holding.
  • Advisory Services Network first reported a position in IES Holdings in Q3 2025 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.