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Covestor’s IES Holdings IESC Stock Holding History

Covestor’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 		$10K Sell
26
-52
-67% -$16.8K 0.01% 1591
2026
Q1 		$19K Sell
78
-36
-32% -$8.26K 0.01% 1132
2025
Q4 		$23K Sell
114
-102
-47% -$20.5K 0.01% 1230
2025
Q3 		$43K Buy
216
+50
+30% +$8.6K 0.02% 974
2025
Q2 		$24K Sell
166
-16
-9% -$1.89K 0.01% 1188
2025
Q1 		$15K Sell
182
-1,492
-89% -$156K 0.01% 1288
2024
Q4 		$168K Sell
1,674
-612
-27% -$73.6K 0.11% 251
2024
Q3 		$228K Buy
2,286
+2,264
+10,291% +$184K 0.14% 135
2024
Q2 		$2K Sell
22
-6
-21% -$422 ﹤0.01% 1858
2024
Q1 		$2K Buy
28
+22
+367% +$1.05K ﹤0.01% 1854
2023
Q4 		$0 Buy
6
+2
+50% +$70 ﹤0.01% 2382
2023
Q3 		$0 Hold
4
– – ﹤0.01% 2367
2023
Q2 		$0 Sell
4
-22
-85% -$526 ﹤0.01% 2362
2023
Q1 		$1K Sell
26
-132
-84% -$2.71K ﹤0.01% 1859
2022
Q4 		$3K Sell
158
-28
-15% -$454 ﹤0.01% 1700
2022
Q3 		$3K Buy
+186
New +$2.87K ﹤0.01% 1620

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

Covestor's IESC Position: Q2 2026 in Review

Covestor reduced its IES Holdings (IESC) stake by 67% in Q2 2026, selling an estimated $16.8K and leaving 26 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1591.

Covestor first reported a position in IESC in Q3 2022 and has held it in 16 quarters since. The position peaked at $228K in Q3 2024. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Covestor held 26 shares of IES Holdings worth $10K as of Q2 2026.
  • Covestor sold 52 IES Holdings shares in Q2 2026, an estimated $16.8K.
  • IES Holdings made up 0.01% of Covestor's portfolio in Q2 2026, its #1591 holding.
  • Covestor first reported a position in IES Holdings in Q3 2022 and has held it in 16 quarters since.
  • Covestor's IES Holdings position peaked at $228K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.