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Advyzon Investment Management’s IES Holdings IESC Stock Holding History

Advyzon Investment Management’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 		$539K Buy
1,468
+350
+31% +$113K 0.04% 450
2026
Q1 		$267K Sell
1,118
-12
-1% -$2.75K 0.02% 581
2025
Q4 		$220K Buy
+1,130
New +$227K 0.03% 538

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advyzon Investment Management's IESC Position: Q2 2026 in Review

Advyzon Investment Management increased its IES Holdings (IESC) stake by 31% in Q2 2026, buying an estimated $113K and bringing the position to 1,468 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #450.

Advyzon Investment Management first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Advyzon Investment Management held 1,468 shares of IES Holdings worth $539K as of Q2 2026.
  • Advyzon Investment Management bought 350 IES Holdings shares in Q2 2026, an estimated $113K.
  • IES Holdings made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #450 holding.
  • Advyzon Investment Management first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.