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Clearstead Advisors’s IES Holdings IESC Stock Holding History

Clearstead 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 		$1.47K Buy
+4
New +$1.29K ﹤0.01% 2586
2025
Q4 		– Sell
-46
Closed -$9.15K – 2994
2025
Q3 		$9.15K Buy
46
+2
+5% +$344 ﹤0.01% 1954
2025
Q2 		$6.52K Buy
+44
New +$5.18K ﹤0.01% 2031

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

Clearstead Advisors's IESC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in IES Holdings (IESC) in Q2 2026: 4 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #2586 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IESC as recently as Q3 2025.

Clearstead Advisors first reported a position in IESC in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.15K in Q3 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Clearstead Advisors held 4 shares of IES Holdings worth $1.47K as of Q2 2026.
  • IES Holdings was a new Clearstead Advisors position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2586 holding.
  • Clearstead Advisors first reported a position in IES Holdings in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's IES Holdings position peaked at $9.15K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.