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Claret Asset Management’s IES Holdings IESC Stock Holding History

Claret Asset 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 		$229K Buy
+622
New +$201K 0.02% 284

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

Claret Asset Management's IESC Position: Q2 2026 in Review

Claret Asset Management opened a new position in IES Holdings (IESC) in Q2 2026: 622 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings.

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

  • Claret Asset Management held 622 shares of IES Holdings worth $229K as of Q2 2026.
  • IES Holdings was a new Claret Asset Management position in Q2 2026.
  • IES Holdings made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #284 holding.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.