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Blue Trust Inc’s IES Holdings IESC Stock Holding History

Blue Trust Inc’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 		$247K Sell
672
-2
-0.3% -$646 ﹤0.01% 720
2026
Q1 		$161K Sell
674
-126
-16% -$28.9K ﹤0.01% 843
2025
Q4 		$156K Buy
800
+56
+8% +$11.3K ﹤0.01% 862
2025
Q3 		$148K Buy
744
+258
+53% +$44.4K ﹤0.01% 920
2025
Q2 		$72K Buy
486
+220
+83% +$25.9K ﹤0.01% 1201
2025
Q1 		$22K Buy
266
+30
+13% +$3.13K ﹤0.01% 1617
2024
Q4 		$23.7K Buy
+236
New +$28.4K ﹤0.01% 1561

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

Blue Trust Inc's IESC Position: Q2 2026 in Review

Blue Trust Inc reduced its IES Holdings (IESC) stake by 0.3% in Q2 2026, selling an estimated $646 and leaving 672 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Blue Trust Inc first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Blue Trust Inc held 672 shares of IES Holdings worth $247K as of Q2 2026.
  • Blue Trust Inc sold 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #720 holding.
  • Blue Trust Inc first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.