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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
Q2 		$378K Sell
1,030
-200
-16% -$64.6K 0.15% 112
2026
Q1 		$293K Buy
1,230
+190
+18% +$43.6K 0.15% 113
2025
Q4 		$202K Hold
1,040
– – 0.1% 142
2025
Q3 		$207K Buy
+1,040
New +$179K 0.11% 129

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

Darden Wealth Group's IESC Position: Q2 2026 in Review

Darden Wealth Group reduced its IES Holdings (IESC) stake by 16% in Q2 2026, selling an estimated $64.6K and leaving 1,030 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #112.

Darden Wealth Group first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Darden Wealth Group held 1,030 shares of IES Holdings worth $378K as of Q2 2026.
  • Darden Wealth Group sold 200 IES Holdings shares in Q2 2026, an estimated $64.6K.
  • IES Holdings made up 0.15% of Darden Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Darden Wealth Group first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.