Bell Investment Advisors’s IES Holdings IESC Stock Holding History

Bell Investment 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	$4.41K	Hold	12	–	–	﹤0.01%	1032
2026 Q1	$2.86K	Hold	12	–	–	﹤0.01%	1192
2025 Q4	$2.33K	Buy	12 +4	+50%	+$804	﹤0.01%	1293
2025 Q3	$1.59K	Sell	8 -24	-75%	-$4.13K	﹤0.01%	1403
2025 Q2	$4.74K	Sell	32 -26	-45%	-$3.06K	﹤0.01%	1003
2025 Q1	$4.79K	Buy	58 +6	+12%	+$626	﹤0.01%	934
2024 Q4	$5.22K	Buy	52 +8	+18%	+$962	﹤0.01%	914
2024 Q3	$4.39K	Buy	44 +18	+69%	+$1.46K	﹤0.01%	1005
2024 Q2	$1.81K	Buy	+26	New	+$1.83K	﹤0.01%	1392

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's IESC Position: Q2 2026 in Review

Bell Investment Advisors held its IES Holdings (IESC) position steady in Q2 2026 at 12 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Bell Investment Advisors first reported a position in IESC in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.22K in Q4 2024. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Bell Investment Advisors held 12 shares of IES Holdings worth $4.41K as of Q2 2026.
Bell Investment Advisors left its IES Holdings share count unchanged in Q2 2026.
IES Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1032 holding.
Bell Investment Advisors first reported a position in IES Holdings in Q2 2024 and has held it in 9 quarters since.
Bell Investment Advisors's IES Holdings position peaked at $5.22K in Q4 2024.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.