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Altshuler Shaham’s IES Holdings IESC Stock Holding History

Altshuler Shaham’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 		– Sell
-20
Closed -$4.76K – 516
2026
Q1 		$4.76K Hold
20
– – ﹤0.01% 286
2025
Q4 		$3.89K Sell
20
-4
-17% -$804 ﹤0.01% 339
2025
Q3 		$4.77K Buy
+24
New +$4.13K ﹤0.01% 252
2025
Q2 		– Sell
-44
Closed -$3.63K – 341
2025
Q1 		$3.63K Buy
44
+16
+57% +$1.67K ﹤0.01% 280
2024
Q4 		$2.81K Sell
28
-18
-39% -$2.16K ﹤0.01% 354
2024
Q3 		$4.59K Buy
+46
New +$3.73K ﹤0.01% 214

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

Altshuler Shaham's IESC Position: Q2 2026 in Review

Altshuler Shaham sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 20 shares — an estimated $4.76K sold.

Altshuler Shaham first reported a position in IESC in Q3 2024 and held it in 6 quarters. The position peaked at $4.77K in Q3 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Altshuler Shaham reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
  • Altshuler Shaham sold 20 IES Holdings shares in Q2 2026, an estimated $4.76K.
  • Altshuler Shaham first reported a position in IES Holdings in Q3 2024 and held it in 6 quarters.
  • Altshuler Shaham's IES Holdings position peaked at $4.77K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.