Dimensional Fund Advisors’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $309M | Sell |
840,846
-75,052
| -8% | -$24.2M | 0.06% | 378 |
|
|
2026
Q1 | $218M | Buy |
915,898
+1,764
| +0.2% | +$404K | 0.05% | 512 |
|
|
2025
Q4 | $178M | Sell |
914,134
-91,382
| -9% | -$18.4M | 0.04% | 640 |
|
|
2025
Q3 | $200M | Sell |
1,005,516
-119,832
| -11% | -$20.6M | 0.04% | 543 |
|
|
2025
Q2 | $167M | Sell |
1,125,348
-161,272
| -13% | -$19M | 0.04% | 630 |
|
|
2025
Q1 | $106M | Sell |
1,286,620
-41,250
| -3% | -$4.3M | 0.03% | 924 |
|
|
2024
Q4 | $133M | Sell |
1,327,870
-30,040
| -2% | -$3.61M | 0.03% | 787 |
|
|
2024
Q3 | $136M | Sell |
1,357,910
-84,268
| -6% | -$6.83M | 0.03% | 778 |
|
|
2024
Q2 | $100M | Sell |
1,442,178
-12,536
| -0.9% | -$881K | 0.03% | 955 |
|
|
2024
Q1 | $88.5M | Sell |
1,454,714
-2,950
| -0.2% | -$141K | 0.02% | 1036 |
|
|
2023
Q4 | $57.7M | Buy |
1,457,664
+15,360
| +1% | +$536K | 0.02% | 1338 |
|
|
2023
Q3 | $47.5M | Buy |
1,442,304
+26,506
| +2% | +$863K | 0.02% | 1378 |
|
|
2023
Q2 | $40.3M | Buy |
1,415,798
+18,890
| +1% | +$451K | 0.01% | 1503 |
|
|
2023
Q1 | $30.1M | Buy |
+1,396,908
| New | +$28.7M | 0.01% | 1689 |
|
|
2022
Q3 | $19.1M | Buy |
1,381,944
+47,888
| +4% | +$740K | 0.01% | 1860 |
|
|
2022
Q2 | $20.1M | Buy |
1,334,056
+46,694
| +4% | +$751K | 0.01% | 1862 |
|
|
2022
Q1 | $25.9M | Sell |
1,287,362
-7,248
| -0.6% | -$163K | 0.01% | 1833 |
|
|
2021
Q4 | $32.8M | Sell |
1,294,610
-20,872
| -2% | -$523K | 0.01% | 1700 |
|
|
2021
Q3 | $30.1M | Sell |
1,315,482
-2,076
| -0.2% | -$50.5K | 0.01% | 1779 |
|
|
2021
Q2 | $33.8M | Sell |
1,317,558
-41,388
| -3% | -$1.07M | 0.01% | 1741 |
|
|
2021
Q1 | $34.3M | Sell |
1,358,946
-41,216
| -3% | -$992K | 0.01% | 1715 |
|
|
2020
Q4 | $32.2M | Sell |
1,400,162
-19,194
| -1% | -$375K | 0.01% | 1706 |
|
|
2020
Q3 | $22.5M | Sell |
1,419,356
-32,920
| -2% | -$451K | 0.01% | 1782 |
|
|
2020
Q2 | $16.8M | Sell |
1,452,276
-11,396
| -0.8% | -$119K | 0.01% | 1956 |
|
|
2020
Q1 | $12.9M | Buy |
1,463,672
+10,318
| +0.7% | +$120K | 0.01% | 1979 |
|
|
2019
Q4 | $18.6M | Sell |
1,453,354
-10,336
| -0.7% | -$112K | 0.01% | 2078 |
|
|
2019
Q3 | $15.1M | Sell |
1,463,690
-7,658
| -0.5% | -$72.8K | 0.01% | 2158 |
|
|
2019
Q2 | $13.9M | Buy |
1,471,348
+11,032
| +0.8% | +$99.9K | 0.01% | 2242 |
|
|
2019
Q1 | $13M | Sell |
1,460,316
-5,626
| -0.4% | -$49.8K | 0.01% | 2291 |
|
|
2018
Q4 | $11.4M | Hold |
1,465,942
| – | – | 0.01% | 2275 |
|
|
2018
Q3 | $14.3M | Sell |
1,465,942
-2,934
| -0.2% | -$27.2K | 0.01% | 2287 |
|
|
2018
Q2 | $12.3M | Sell |
1,468,876
-2,784
| -0.2% | -$23.8K | ﹤0.01% | 2332 |
|
|
2018
Q1 | $11.1M | Sell |
1,471,660
-2,218
| -0.2% | -$18.3K | ﹤0.01% | 2330 |
|
|
2017
Q4 | $12.7M | Buy |
1,473,878
+3,398
| +0.2% | +$30.7K | 0.01% | 2281 |
|
|
2017
Q3 | $12.7M | Sell |
1,470,480
-10,124
| -0.7% | -$84.1K | 0.01% | 2262 |
|
|
2017
Q2 | $13.4M | Buy |
1,480,604
+9,028
| +0.6% | +$78.1K | 0.01% | 2222 |
|
|
2017
Q1 | $13.3M | Buy |
1,471,576
+119,262
| +9% | +$1.15M | 0.01% | 2196 |
|
|
2016
Q4 | $12.9M | Buy |
1,352,314
+318,686
| +31% | +$2.84M | 0.01% | 2196 |
|
|
2016
Q3 | $9.19M | Buy |
1,033,628
+55,076
| +6% | +$423K | 0.01% | 2289 |
|
|
2016
Q2 | $6.08M | Buy |
978,552
+69,600
| +8% | +$475K | ﹤0.01% | 2423 |
|
|
2016
Q1 | $6.67M | Buy |
908,952
+144,726
| +19% | +$889K | ﹤0.01% | 2389 |
|
|
2015
Q4 | $4.23M | Buy |
764,226
+2,328
| +0.3% | +$9.38K | ﹤0.01% | 2585 |
|
|
2015
Q3 | $2.94M | Buy |
761,898
+2,526
| +0.3% | +$9.01K | ﹤0.01% | 2704 |
|
|
2015
Q2 | $2.7M | Buy |
759,372
+8,968
| +1% | +$35.9K | ﹤0.01% | 2769 |
|
|
2015
Q1 | $3.3M | Sell |
750,404
-4,614
| -0.6% | -$17.9K | ﹤0.01% | 2689 |
|
|
2014
Q4 | $2.94M | Sell |
755,018
-2,612
| -0.3% | -$10.1K | ﹤0.01% | 2741 |
|
|
2014
Q3 | $3.13M | Buy |
757,630
+125,798
| +20% | +$447K | ﹤0.01% | 2703 |
|
|
2014
Q2 | $2.07M | Sell |
631,832
-4,702
| -0.7% | -$15K | ﹤0.01% | 2845 |
|
|
2014
Q1 | $1.98M | Hold |
636,534
| – | – | ﹤0.01% | 2844 |
|
|
2013
Q4 | $1.72M | Sell |
636,534
-1,200
| -0.2% | -$2.87K | ﹤0.01% | 2885 |
|
|
2013
Q3 | $1.29M | Sell |
637,734
-2,020
| -0.3% | -$4.62K | ﹤0.01% | 2978 |
|
|
2013
Q2 | $1.42M | Buy |
+639,754
| New | +$1.76M | ﹤0.01% | 2926 |
|
Other funds holding IESC
GJL
Dimensional Fund Advisors's IESC Position: Q2 2026 in Review
Dimensional Fund Advisors reduced its IES Holdings (IESC) stake by 8.2% in Q2 2026, selling an estimated $24.2M and leaving 840,846 shares worth $309M. The position accounts for 0.06% of the portfolio, ranked #378.
Dimensional Fund Advisors first reported a position in IESC in Q2 2013 and has held it in 52 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.
- Dimensional Fund Advisors held 840,846 shares of IES Holdings worth $309M as of Q2 2026.
- Dimensional Fund Advisors sold 75,052 IES Holdings shares in Q2 2026, an estimated $24.2M.
- IES Holdings made up 0.06% of Dimensional Fund Advisors's portfolio in Q2 2026, its #378 holding.
- Dimensional Fund Advisors first reported a position in IES Holdings in Q2 2013 and has held it in 52 quarters since.
- 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.