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Avantax Advisory Services’s IES Holdings IESC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$236K Buy
+798
New +$188K ﹤0.01% 2090
2025
Q1 		– Sell
-1,034
Closed -$208K – 2283
2024
Q4 		$208K Sell
1,034
-68
-6% -$16.3K ﹤0.01% 2035
2024
Q3 		$220K Buy
+1,102
New +$179K ﹤0.01% 1956

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Avantax Advisory Services's IESC Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in IES Holdings (IESC) in Q2 2025: 798 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in IESC as recently as Q4 2024.

Avantax Advisory Services first reported a position in IESC in Q3 2024 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Avantax Advisory Services held 798 shares of IES Holdings worth $236K as of Q2 2025.
  • IES Holdings was a new Avantax Advisory Services position in Q2 2025.
  • IES Holdings made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2090 holding.
  • Avantax Advisory Services first reported a position in IES Holdings in Q3 2024 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.