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Arax Advisory Partners’s IES Holdings IESC Stock Holding History

Arax Advisory Partners’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 		$113K Buy
308
+294
+2,100% +$94.9K ﹤0.01% 2634
2026
Q1 		$3.54K Sell
14
-18
-56% -$4.13K ﹤0.01% 2937
2025
Q4 		$6.22K Sell
32
-264
-89% -$53.1K ﹤0.01% 2732
2025
Q3 		$58.9K Buy
+296
New +$50.9K ﹤0.01% 1750

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

Arax Advisory Partners's IESC Position: Q2 2026 in Review

Arax Advisory Partners increased its IES Holdings (IESC) stake by 2,100% in Q2 2026, buying an estimated $94.9K and bringing the position to 308 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Arax Advisory Partners first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Arax Advisory Partners held 308 shares of IES Holdings worth $113K as of Q2 2026.
  • Arax Advisory Partners bought 294 IES Holdings shares in Q2 2026, an estimated $94.9K.
  • IES Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2634 holding.
  • Arax Advisory Partners first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.