AF
IESC icon

Allworth Financial’s IES Holdings IESC Stock Holding History

Allworth Financial’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 		$25K Buy
68
+30
+79% +$9.69K ﹤0.01% 3018
2026
Q1 		$9.05K Buy
38
+16
+73% +$3.67K ﹤0.01% 3577
2025
Q4 		$4.28K Sell
22
-4
-15% -$804 ﹤0.01% 3805
2025
Q3 		$5.17K Buy
26
+4
+18% +$688 ﹤0.01% 3520
2025
Q2 		$3.26K Buy
22
+8
+57% +$943 ﹤0.01% 3488
2025
Q1 		$1.37K Buy
+14
New +$1.46K ﹤0.01% 3352

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

Allworth Financial's IESC Position: Q2 2026 in Review

Allworth Financial increased its IES Holdings (IESC) stake by 79% in Q2 2026, buying an estimated $9.69K and bringing the position to 68 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Allworth Financial first reported a position in IESC in Q1 2025 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Allworth Financial held 68 shares of IES Holdings worth $25K as of Q2 2026.
  • Allworth Financial bought 30 IES Holdings shares in Q2 2026, an estimated $9.69K.
  • IES Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3018 holding.
  • Allworth Financial first reported a position in IES Holdings in Q1 2025 and has held it in 6 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.