Brown Advisory’s IES Holdings IESC Stock Holding History

Brown Advisory’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	$309K	Hold	840	–	–	﹤0.01%	1276
2026 Q1	$200K	Buy	+840	New	+$193K	﹤0.01%	1336

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

Brown Advisory's IESC Position: Q2 2026 in Review

Brown Advisory held its IES Holdings (IESC) position steady in Q2 2026 at 840 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Brown Advisory first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Brown Advisory held 840 shares of IES Holdings worth $309K as of Q2 2026.
Brown Advisory left its IES Holdings share count unchanged in Q2 2026.
IES Holdings made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1276 holding.
Brown Advisory first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.