Bartlett & Co Wealth Management’s IES Holdings IESC Stock Holding History

Bartlett & Co Wealth Management’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	$265K	Buy	+722	New	+$233K	﹤0.01%	441

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bartlett & Co Wealth Management's IESC Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in IES Holdings (IESC) in Q2 2026: 722 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Bartlett & Co Wealth Management held 722 shares of IES Holdings worth $265K as of Q2 2026.
IES Holdings was a new Bartlett & Co Wealth Management position in Q2 2026.
IES Holdings made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #441 holding.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.