BlueSky Wealth Advisors’s IES Holdings IESC Stock Holding History

BlueSky 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	$808K	Hold	1,100	–	–	0.09%	63
2026 Q1	$524K	Hold	1,100	–	–	0.07%	70
2025 Q4	$428K	Hold	1,100	–	–	0.06%	59
2025 Q3	$437K	Hold	1,100	–	–	0.06%	60
2025 Q2	$326K	Buy	+1,100	New	+$259K	0.05%	58
2025 Q1	–	Sell	-1,100	Closed	-$221K	–	74
2024 Q4	$221K	Hold	1,100	–	–	0.03%	70
2024 Q3	$220K	Buy	+1,100	New	+$178K	0.03%	71

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

BlueSky Wealth Advisors held its IES Holdings (IESC) position steady in Q2 2026 at 1,100 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #63.

BlueSky Wealth Advisors first reported a position in IESC in Q3 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

BlueSky Wealth Advisors held 1,100 shares of IES Holdings worth $808K as of Q2 2026.
BlueSky Wealth Advisors left its IES Holdings share count unchanged in Q2 2026.
IES Holdings made up 0.09% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #63 holding.
BlueSky Wealth Advisors first reported a position in IES Holdings in Q3 2024 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.