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Callahan Advisors’s IES Holdings IESC Stock Holding History

Callahan 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 		$441K Sell
1,200
-200
-14% -$64.6K 0.03% 140
2026
Q1 		$334K Sell
1,400
-400
-22% -$91.7K 0.03% 147
2025
Q4 		$350K Sell
1,800
-200
-10% -$40.2K 0.03% 144
2025
Q3 		$398K Hold
2,000
– – 0.03% 131
2025
Q2 		$296K Buy
+2,000
New +$236K 0.03% 142
2025
Q1 		– Sell
-2,000
Closed -$201K – 169
2024
Q4 		$201K Buy
+2,000
New +$240K 0.02% 163

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

Callahan Advisors's IESC Position: Q2 2026 in Review

Callahan Advisors reduced its IES Holdings (IESC) stake by 14% in Q2 2026, selling an estimated $64.6K and leaving 1,200 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #140.

Callahan Advisors first reported a position in IESC in Q4 2024 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Callahan Advisors held 1,200 shares of IES Holdings worth $441K as of Q2 2026.
  • Callahan Advisors sold 200 IES Holdings shares in Q2 2026, an estimated $64.6K.
  • IES Holdings made up 0.03% of Callahan Advisors's portfolio in Q2 2026, its #140 holding.
  • Callahan Advisors first reported a position in IES Holdings in Q4 2024 and has held it in 6 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.