Aviva
IESC icon

Aviva’s IES Holdings IESC Stock Holding History

Aviva’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 		$447K Sell
1,216
-694
-36% -$224K ﹤0.01% 764
2026
Q1 		$455K Sell
1,910
-556
-23% -$127K ﹤0.01% 725
2025
Q4 		$480K Sell
2,466
-108
-4% -$21.7K ﹤0.01% 795
2025
Q3 		$512K Sell
2,574
-964
-27% -$166K ﹤0.01% 731
2025
Q2 		$524K Sell
3,538
-3,438
-49% -$405K ﹤0.01% 706
2025
Q1 		$576K Buy
6,976
+2,248
+48% +$234K ﹤0.01% 746
2024
Q4 		$475K Sell
4,728
-2,828
-37% -$340K ﹤0.01% 821
2024
Q3 		$754K Sell
7,556
-1,030
-12% -$83.5K ﹤0.01% 637
2024
Q2 		$598K Sell
8,586
-3,152
-27% -$222K ﹤0.01% 789
2024
Q1 		$714K Buy
11,738
+1,020
+10% +$48.9K ﹤0.01% 712
2023
Q4 		$425K Buy
+10,718
New +$374K ﹤0.01% 891

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

Aviva's IESC Position: Q2 2026 in Review

Aviva reduced its IES Holdings (IESC) stake by 36% in Q2 2026, selling an estimated $224K and leaving 1,216 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Aviva first reported a position in IESC in Q4 2023 and has held it in 11 quarters since. The position peaked at $754K in Q3 2024. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Aviva held 1,216 shares of IES Holdings worth $447K as of Q2 2026.
  • Aviva sold 694 IES Holdings shares in Q2 2026, an estimated $224K.
  • IES Holdings made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #764 holding.
  • Aviva first reported a position in IES Holdings in Q4 2023 and has held it in 11 quarters since.
  • Aviva's IES Holdings position peaked at $754K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.