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Darden Wealth Group’s IES Holdings IESC Stock Holding History

Darden Wealth Group’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
Q1 		$293K Buy
615
+95
+18% +$43.6K 0.15% 113
2025
Q4 		$202K Hold
520
– – 0.1% 142
2025
Q3 		$207K Buy
+520
New +$179K 0.11% 129

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Darden Wealth Group's IESC Position: Q1 2026 in Review

Darden Wealth Group increased its IES Holdings (IESC) stake by 18% in Q1 2026, buying an estimated $43.6K and bringing the position to 615 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #113.

Darden Wealth Group first reported a position in IESC in Q3 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Darden Wealth Group held 615 shares of IES Holdings worth $293K as of Q1 2026.
  • Darden Wealth Group bought 95 IES Holdings shares in Q1 2026, an estimated $43.6K.
  • IES Holdings made up 0.15% of Darden Wealth Group's portfolio in Q1 2026, its #113 holding.
  • Darden Wealth Group first reported a position in IES Holdings in Q3 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.