Citadel Advisors
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Citadel Advisors’s IES Holdings IESC Stock Holding History

Citadel 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 		$3.74M Buy
+10,192
New +$3.29M ﹤0.01% 5240
2026
Q1 		– Sell
-6,590
Closed -$1.51M – 13550
2025
Q4 		$1.28M Buy
+6,590
New +$1.32M ﹤0.01% 6865
2025
Q3 		– Sell
-33,242
Closed -$5.72M – 13382
2025
Q2 		$4.92M Buy
33,242
+13,288
+67% +$1.57M ﹤0.01% 4140
2025
Q1 		$1.65M Sell
19,954
-81,508
-80% -$8.5M ﹤0.01% 5906
2024
Q4 		$10.2M Buy
101,462
+20,386
+25% +$2.45M ﹤0.01% 2962
2024
Q3 		$8.09M Buy
81,076
+30,262
+60% +$2.45M ﹤0.01% 3230
2024
Q2 		$3.54M Sell
50,814
-69,820
-58% -$4.91M ﹤0.01% 4305
2024
Q1 		$7.34M Buy
120,634
+66,982
+125% +$3.21M ﹤0.01% 3378
2023
Q4 		$2.13M Buy
53,652
+29,284
+120% +$1.02M ﹤0.01% 5252
2023
Q3 		$803K Sell
24,368
-42,554
-64% -$1.39M ﹤0.01% 7032
2023
Q2 		$1.9M Sell
66,922
-55,066
-45% -$1.32M ﹤0.01% 5233
2023
Q1 		$2.63M Buy
121,988
+19,878
+19% +$408K ﹤0.01% 4868
2022
Q4 		$1.82M Buy
102,110
+31,050
+44% +$503K ﹤0.01% 5654
2022
Q3 		$981K Buy
71,060
+37,102
+109% +$573K ﹤0.01% 7039
2022
Q2 		$512K Buy
33,958
+22,534
+197% +$363K ﹤0.01% 8587
2022
Q1 		$230K Sell
11,424
-7,550
-40% -$170K ﹤0.01% 11190
2021
Q4 		$481K Sell
18,974
-50,834
-73% -$1.27M ﹤0.01% 9785
2021
Q3 		$1.59M Buy
69,808
+38,524
+123% +$936K ﹤0.01% 6938
2021
Q2 		$803K Buy
31,284
+1,426
+5% +$36.9K ﹤0.01% 8934
2021
Q1 		$753K Sell
29,858
-73,194
-71% -$1.76M ﹤0.01% 8783
2020
Q4 		$2.37M Buy
103,052
+23,206
+29% +$454K ﹤0.01% 5004
2020
Q3 		$1.27M Buy
79,846
+11,262
+16% +$154K ﹤0.01% 5595
2020
Q2 		$795K Sell
68,584
-2,480
-3% -$25.9K ﹤0.01% 6253
2020
Q1 		$627K Buy
71,064
+55,112
+345% +$643K ﹤0.01% 6114
2019
Q4 		$205K Sell
15,952
-7,174
-31% -$77.6K ﹤0.01% 8143
2019
Q3 		$238K Buy
+23,126
New +$220K ﹤0.01% 7910

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

Citadel Advisors's IESC Position: Q2 2026 in Review

Citadel Advisors opened a new position in IES Holdings (IESC) in Q2 2026: 10,192 shares worth $3.74M. The stake represents ﹤0.01% of the portfolio and ranks #5240 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IESC as recently as Q4 2025.

Citadel Advisors first reported a position in IESC in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2024. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Citadel Advisors held 10,192 shares of IES Holdings worth $3.74M as of Q2 2026.
  • IES Holdings was a new Citadel Advisors position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5240 holding.
  • Citadel Advisors first reported a position in IES Holdings in Q3 2019 and has held it in 26 quarters since.
  • Citadel Advisors's IES Holdings position peaked at $10.2M in Q4 2024.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.