AW
IESC icon

Avion Wealth’s IES Holdings IESC Stock Holding History

Avion 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
Q3 		$2K Hold
8
– – ﹤0.01% 1056
2026
Q2 		$2K Buy
8
+2
+33% +$646 ﹤0.01% 1068
2026
Q1 		$1K Hold
6
– – ﹤0.01% 1054
2025
Q4 		$1K Hold
6
– – ﹤0.01% 1050
2025
Q3 		$1K Hold
6
– – ﹤0.01% 1026
2025
Q2 		$0 Buy
+6
New +$707 ﹤0.01% 1378

Other funds holding IESC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Avion Wealth's IESC Position: Q3 2026 in Review

Avion Wealth held its IES Holdings (IESC) position steady in Q3 2026 at 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Avion Wealth first reported a position in IESC in Q2 2025 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Avion Wealth held 8 shares of IES Holdings worth $2K as of Q3 2026.
  • Avion Wealth left its IES Holdings share count unchanged in Q3 2026.
  • IES Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1056 holding.
  • Avion Wealth first reported a position in IES Holdings in Q2 2025 and has held it in 6 quarters since.
  • 238 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.