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Custom Index Systems’s IES Holdings IESC Stock Holding History

Custom Index Systems’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
Q3 		$149K Buy
+465
New +$154K 0.05% 290

Other funds holding IESC

GJL
Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Custom Index Systems's IESC Position: Q3 2026 in Review

Custom Index Systems opened a new position in IES Holdings (IESC) in Q3 2026: 465 shares worth $149K. The stake represents 0.05% of the portfolio and ranks #290 among its holdings.

346 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Custom Index Systems held 465 shares of IES Holdings worth $149K as of Q3 2026.
  • IES Holdings was a new Custom Index Systems position in Q3 2026.
  • IES Holdings made up 0.05% of Custom Index Systems's portfolio in Q3 2026, its #290 holding.
  • 346 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Custom Index Systems's 13F filing for Q3 2026, filed 12 Nov 2026.