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
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

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

Avion Wealth's IESC Position: Q2 2026 in Review

Avion Wealth increased its IES Holdings (IESC) stake by 33% in Q2 2026, buying an estimated $646 and bringing the position to 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Avion Wealth first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Avion Wealth held 8 shares of IES Holdings worth $2K as of Q2 2026.
  • Avion Wealth bought 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1068 holding.
  • Avion Wealth first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.