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Emerald Investment Advisers’s IES Holdings IESC Stock Holding History

Emerald Investment Advisers’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 		$8.46M Sell
11,518
-3,828
-25% -$2.47M 0.56% 49
2026
Q1 		$7.31M Buy
+15,346
New +$7.04M 0.66% 39

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 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

Emerald Investment Advisers's IESC Position: Q2 2026 in Review

Emerald Investment Advisers reduced its IES Holdings (IESC) stake by 25% in Q2 2026, selling an estimated $2.47M and leaving 11,518 shares worth $8.46M. The position accounts for 0.56% of the portfolio, ranked #49.

Emerald Investment Advisers first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Emerald Investment Advisers held 11,518 shares of IES Holdings worth $8.46M as of Q2 2026.
  • Emerald Investment Advisers sold 3,828 IES Holdings shares in Q2 2026, an estimated $2.47M.
  • IES Holdings made up 0.56% of Emerald Investment Advisers's portfolio in Q2 2026, its #49 holding.
  • Emerald Investment Advisers first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.