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	$12.6M	Buy	34,200 +2,400	+8%	+$775K	﹤0.01%	3223
2026 Q1	$7.58M	Sell	31,800 -40,000	-56%	-$9.17M	﹤0.01%	3672
2025 Q4	$14M	Sell	71,800 -1,000	-1%	-$201K	﹤0.01%	2796
2025 Q3	$14.5M	Buy	72,800 +4,800	+7%	+$826K	﹤0.01%	2741
2025 Q2	$10.1M	Sell	68,000 -41,000	-38%	-$4.83M	﹤0.01%	3012
2025 Q1	$9M	Sell	109,000 -69,600	-39%	-$7.26M	﹤0.01%	3000
2024 Q4	$17.9M	Buy	178,600 +152,000	+571%	+$18.3M	﹤0.01%	2283
2024 Q3	$2.65M	Buy	26,600 +7,200	+37%	+$584K	﹤0.01%	5006
2024 Q2	$1.35M	Buy	19,400 +14,800	+322%	+$1.04M	﹤0.01%	6043
2024 Q1	$280K	Buy	+4,600	New	+$220K	﹤0.01%	9598

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

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.