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Bay Harbor Wealth Management’s IES Holdings IESC Stock Holding History

Bay Harbor 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 		$735 Sell
2
-2
-50% -$646 ﹤0.01% 974
2026
Q1 		$952 Buy
4
+2
+100% +$459 ﹤0.01% 793
2025
Q4 		$389 Hold
2
– – ﹤0.01% 949
2025
Q3 		$397 Hold
2
– – ﹤0.01% 808
2025
Q2 		$296 Buy
+2
New +$236 ﹤0.01% 800

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

Bay Harbor Wealth Management's IESC Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its IES Holdings (IESC) stake by 50% in Q2 2026, selling an estimated $646 and leaving 2 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Bay Harbor Wealth Management first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. The position peaked at $952 in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of IES Holdings worth $735 as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #974 holding.
  • Bay Harbor Wealth Management first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • Bay Harbor Wealth Management's IES Holdings position peaked at $952 in Q1 2026.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.