Commonwealth Equity Services
IESC icon

Commonwealth Equity Services’s IES Holdings IESC Stock Holding History

Commonwealth Equity Services’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 		$1.76M Buy
2,397
+26
+1% +$16.8K ﹤0.01% 2232
2026
Q1 		$1.13M Buy
2,371
+270
+13% +$124K ﹤0.01% 2510
2025
Q4 		$817K Buy
2,101
+304
+17% +$122K ﹤0.01% 2755
2025
Q3 		$715K Buy
1,797
+469
+35% +$161K ﹤0.01% 2875
2025
Q2 		$393K Sell
1,328
-24
-2% -$5.66K ﹤0.01% 3355
2025
Q1 		$223K Buy
1,352
+137
+11% +$28.6K ﹤0.01% 3744
2024
Q4 		$244K Buy
+1,215
New +$292K ﹤0.01% 3593

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Commonwealth Equity Services's IESC Position: Q2 2026 in Review

Commonwealth Equity Services increased its IES Holdings (IESC) stake by 1.1% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,397 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Commonwealth Equity Services first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Commonwealth Equity Services held 2,397 shares of IES Holdings worth $1.76M as of Q2 2026.
  • Commonwealth Equity Services bought 26 IES Holdings shares in Q2 2026, an estimated $16.8K.
  • IES Holdings made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2232 holding.
  • Commonwealth Equity Services first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
  • 112 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.