BFS
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Bare Financial Services’s IES Holdings IESC Stock Holding History

Bare Financial 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
2026
Q2 		$3.67K Hold
10
– – ﹤0.01% 969
2026
Q1 		$2.38K Hold
10
– – ﹤0.01% 925
2025
Q4 		$1.95K Hold
10
– – ﹤0.01% 882
2025
Q3 		$1.99K Buy
10
+6
+150% +$1.03K ﹤0.01% 808
2025
Q2 		$592 Buy
+4
New +$471 ﹤0.01% 1070

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

Bare Financial Services's IESC Position: Q2 2026 in Review

Bare Financial Services held its IES Holdings (IESC) position steady in Q2 2026 at 10 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Bare Financial Services 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.

  • Bare Financial Services held 10 shares of IES Holdings worth $3.67K as of Q2 2026.
  • Bare Financial Services left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #969 holding.
  • Bare Financial Services 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 Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.