Catalyst Funds Management’s IES Holdings IESC Stock Holding History

Catalyst Funds 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
2026 Q2	$4.75M	Buy	+12,918	New	+$4.17M	0.27%	98

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

Catalyst Funds Management's IESC Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in IES Holdings (IESC) in Q2 2026: 12,918 shares worth $4.75M. The stake represents 0.27% of the portfolio and ranks #98 among its holdings.

412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Catalyst Funds Management held 12,918 shares of IES Holdings worth $4.75M as of Q2 2026.
IES Holdings was a new Catalyst Funds Management position in Q2 2026.
IES Holdings made up 0.27% of Catalyst Funds Management's portfolio in Q2 2026, its #98 holding.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.