Contravisory Investment Management’s IES Holdings IESC Stock Holding History

Contravisory Investment 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	$19.1K	Buy	+26	New	+$16.8K	﹤0.01%	309
2025 Q2	–	Sell	-882	Closed	-$146K	–	408
2025 Q1	$146K	Buy	882 +546	+163%	+$114K	0.03%	260
2024 Q4	$67.5K	Sell	336 -5	-1%	-$1.2K	0.01%	243
2024 Q3	$68.1K	Hold	341	–	–	0.01%	234
2024 Q2	$47.5K	Buy	+341	New	+$47.9K	0.01%	233

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management's IESC Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in IES Holdings (IESC) in Q2 2026: 26 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in IESC as recently as Q1 2025.

Contravisory Investment Management first reported a position in IESC in Q2 2024 and has held it in 5 quarters since. The position peaked at $146K in Q1 2025. 37 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Contravisory Investment Management held 26 shares of IES Holdings worth $19.1K as of Q2 2026.
IES Holdings was a new Contravisory Investment Management position in Q2 2026.
IES Holdings made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #309 holding.
Contravisory Investment Management first reported a position in IES Holdings in Q2 2024 and has held it in 5 quarters since.
Contravisory Investment Management's IES Holdings position peaked at $146K in Q1 2025.
37 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.