BWL
IESC icon

Bogart Wealth LLC’s IES Holdings IESC Stock Holding History

Bogart Wealth LLC’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 		$3.67K Buy
10
+2
+25% +$646 ﹤0.01% 1293
2026
Q1 		$1.91K Hold
8
– – ﹤0.01% 1288
2025
Q4 		$1.56K Hold
8
– – ﹤0.01% 1223
2025
Q3 		$1.59K Hold
8
– – ﹤0.01% 1199
2025
Q2 		$1.19K Hold
8
– – ﹤0.01% 1206
2025
Q1 		$660 Sell
8
-24
-75% -$2.5K ﹤0.01% 1227
2024
Q4 		$3.21K Buy
+32
New +$3.85K ﹤0.01% 999

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

Bogart Wealth LLC's IESC Position: Q2 2026 in Review

Bogart Wealth LLC increased its IES Holdings (IESC) stake by 25% in Q2 2026, buying an estimated $646 and bringing the position to 10 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Bogart Wealth LLC first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Bogart Wealth LLC held 10 shares of IES Holdings worth $3.67K as of Q2 2026.
  • Bogart Wealth LLC bought 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1293 holding.
  • Bogart Wealth LLC first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.