Curio Wealth’s IES Holdings IESC Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$476	–	576
2026 Q1	$476	Buy	+2	New	+$459	﹤0.01%	510

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Curio Wealth's IESC Position: Q2 2026 in Review

Curio Wealth sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 2 shares — an estimated $476 sold.

Curio Wealth first reported a position in IESC in Q1 2026 and held it in 1 quarter. The position peaked at $476 in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Curio Wealth reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 IES Holdings shares in Q2 2026, an estimated $476.
Curio Wealth first reported a position in IES Holdings in Q1 2026 and held it in 1 quarter.
Curio Wealth's IES Holdings position peaked at $476 in Q1 2026.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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