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Basecamp Wealth Advisors’s IES Holdings IESC Stock Holding History

Basecamp Wealth Advisors’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 		$13.2K Hold
36
– – ﹤0.01% 941
2026
Q1 		$8.58K Hold
36
– – ﹤0.01% 1060
2025
Q4 		$7K Buy
+36
New +$7.24K ﹤0.01% 1076

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

Basecamp Wealth Advisors's IESC Position: Q2 2026 in Review

Basecamp Wealth Advisors held its IES Holdings (IESC) position steady in Q2 2026 at 36 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Basecamp Wealth Advisors first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Basecamp Wealth Advisors held 36 shares of IES Holdings worth $13.2K as of Q2 2026.
  • Basecamp Wealth Advisors left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #941 holding.
  • Basecamp Wealth Advisors first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.