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Dakota Wealth Management’s IES Holdings IESC Stock Holding History

Dakota Wealth 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 		$3.67M Buy
10,000
+962
+11% +$311K 0.07% 224
2026
Q1 		$2.15M Buy
9,038
+3,804
+73% +$872K 0.05% 274
2025
Q4 		$1.02M Buy
+5,234
New +$1.05M 0.02% 403
2020
Q4 		– Sell
-24,326
Closed -$386K – 332
2020
Q3 		$386K Hold
24,326
– – 0.06% 206
2020
Q2 		$282K Buy
+24,326
New +$254K 0.05% 228

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

Dakota Wealth Management's IESC Position: Q2 2026 in Review

Dakota Wealth Management increased its IES Holdings (IESC) stake by 11% in Q2 2026, buying an estimated $311K and bringing the position to 10,000 shares worth $3.67M. The position accounts for 0.07% of the portfolio, ranked #224.

Dakota Wealth Management first reported a position in IESC in Q2 2020 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Dakota Wealth Management held 10,000 shares of IES Holdings worth $3.67M as of Q2 2026.
  • Dakota Wealth Management bought 962 IES Holdings shares in Q2 2026, an estimated $311K.
  • IES Holdings made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Dakota Wealth Management first reported a position in IES Holdings in Q2 2020 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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