CVA Family Office’s IES Holdings IESC Stock Holding History

CVA Family Office’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	$16.9K	Buy	46 +2	+5%	+$646	﹤0.01%	863
2026 Q1	$10.5K	Buy	+44	New	+$10.1K	﹤0.01%	977

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

CVA Family Office's IESC Position: Q2 2026 in Review

CVA Family Office increased its IES Holdings (IESC) stake by 4.5% in Q2 2026, buying an estimated $646 and bringing the position to 46 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

CVA Family Office first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

CVA Family Office held 46 shares of IES Holdings worth $16.9K as of Q2 2026.
CVA Family Office bought 2 IES Holdings shares in Q2 2026, an estimated $646.
IES Holdings made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #863 holding.
CVA Family Office first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.