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Empowered Funds’s IES Holdings IESC Stock Holding History

Empowered Funds’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 		$722K Buy
1,515
+113
+8% +$51.8K ﹤0.01% 1523
2025
Q4 		$545K Buy
1,402
+298
+27% +$120K 0.01% 740
2025
Q3 		$439K Buy
+1,104
New +$380K ﹤0.01% 1451

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

Empowered Funds's IESC Position: Q1 2026 in Review

Empowered Funds increased its IES Holdings (IESC) stake by 8.1% in Q1 2026, buying an estimated $51.8K and bringing the position to 1,515 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Empowered Funds 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.

  • Empowered Funds held 1,515 shares of IES Holdings worth $722K as of Q1 2026.
  • Empowered Funds bought 113 IES Holdings shares in Q1 2026, an estimated $51.8K.
  • IES Holdings made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1523 holding.
  • Empowered Funds 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 Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.