CAWM
IESC icon

Capital A Wealth Management’s IES Holdings IESC Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$1.35K Buy
+17
New +$4.01K 0.02% 354

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Capital A Wealth Management's IESC Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in IES Holdings (IESC) in Q2 2025: 17 shares worth $1.35K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Capital A Wealth Management held 17 shares of IES Holdings worth $1.35K as of Q2 2025.
  • IES Holdings was a new Capital A Wealth Management position in Q2 2025.
  • IES Holdings made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #354 holding.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.