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	2,200	–	–	0.09%	63
2026 Q1	$524K	Hold	2,200	–	–	0.07%	70
2025 Q4	$428K	Hold	2,200	–	–	0.06%	59
2025 Q3	$437K	Hold	2,200	–	–	0.06%	60
2025 Q2	$326K	Buy	+2,200	New	+$259K	0.05%	58
2025 Q1	–	Sell	-2,200	Closed	-$221K	–	74
2024 Q4	$221K	Hold	2,200	–	–	0.03%	70
2024 Q3	$220K	Buy	+2,200	New	+$178K	0.03%	71

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 $3.37T AUM 44.26% 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

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

BlueSky Wealth Advisors held its IES Holdings (IESC) position steady in Q2 2026 at 2,200 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. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

BlueSky Wealth Advisors held 2,200 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.
414 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.