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Ethic Inc’s IES Holdings IESC Stock Holding History

Ethic Inc’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 		$270K Sell
734
-42,580
-98% -$13.7M ﹤0.01% 1173
2026
Q1 		$1.46M Buy
+43,314
New +$9.93M 0.02% 540

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

Ethic Inc's IESC Position: Q2 2026 in Review

Ethic Inc reduced its IES Holdings (IESC) stake by 98% in Q2 2026, selling an estimated $13.7M and leaving 734 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Ethic Inc first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.46M in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Ethic Inc held 734 shares of IES Holdings worth $270K as of Q2 2026.
  • Ethic Inc sold 42,580 IES Holdings shares in Q2 2026, an estimated $13.7M.
  • IES Holdings made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1173 holding.
  • Ethic Inc first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
  • Ethic Inc's IES Holdings position peaked at $1.46M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.