APW
IESC icon

Aventura Private Wealth’s IES Holdings IESC Stock Holding History

Aventura Private Wealth’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 		$5.88K Sell
16
-14
-47% -$4.52K ﹤0.01% 681
2026
Q1 		$7.15K Buy
+30
New +$6.88K ﹤0.01% 594

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

Aventura Private Wealth's IESC Position: Q2 2026 in Review

Aventura Private Wealth reduced its IES Holdings (IESC) stake by 47% in Q2 2026, selling an estimated $4.52K and leaving 16 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Aventura Private Wealth first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.15K in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Aventura Private Wealth held 16 shares of IES Holdings worth $5.88K as of Q2 2026.
  • Aventura Private Wealth sold 14 IES Holdings shares in Q2 2026, an estimated $4.52K.
  • IES Holdings made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #681 holding.
  • Aventura Private Wealth first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
  • Aventura Private Wealth's IES Holdings position peaked at $7.15K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.