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EverSource Wealth Advisors’s IES Holdings IESC Stock Holding History

EverSource Wealth Advisors’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 		$22.8K Sell
62
-94
-60% -$30.4K ﹤0.01% 2340
2026
Q1 		$37.2K Buy
156
+16
+11% +$3.67K ﹤0.01% 2100
2025
Q4 		$27.2K Buy
140
+20
+17% +$4.02K ﹤0.01% 2180
2025
Q3 		$23.9K Sell
120
-4
-3% -$688 ﹤0.01% 2237
2025
Q2 		$18.4K Buy
124
+34
+38% +$4.01K ﹤0.01% 2363
2025
Q1 		$7.43K Sell
90
-1,012
-92% -$106K ﹤0.01% 2288
2024
Q4 		$111K Buy
1,102
+198
+22% +$23.8K 0.01% 871
2024
Q3 		$90.2K Buy
904
+706
+357% +$57.2K 0.01% 833
2024
Q2 		$15.2K Buy
198
+166
+519% +$11.7K ﹤0.01% 1635
2024
Q1 		$2.16K Hold
32
– – ﹤0.01% 2355
2023
Q4 		$1.27K Hold
32
– – ﹤0.01% 2319
2023
Q3 		$1.05K Sell
32
-30
-48% -$977 ﹤0.01% 2187
2023
Q2 		$1.76K Hold
62
– – ﹤0.01% 2066
2023
Q1 		$1.34K Hold
62
– – ﹤0.01% 2050
2022
Q4 		$1.1K Hold
62
– – ﹤0.01% 2062
2022
Q3 		$1K Buy
+62
New +$958 ﹤0.01% 1828

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

EverSource Wealth Advisors's IESC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its IES Holdings (IESC) stake by 60% in Q2 2026, selling an estimated $30.4K and leaving 62 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

EverSource Wealth Advisors first reported a position in IESC in Q3 2022 and has held it in 16 quarters since. The position peaked at $111K in Q4 2024. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • EverSource Wealth Advisors held 62 shares of IES Holdings worth $22.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 94 IES Holdings shares in Q2 2026, an estimated $30.4K.
  • IES Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2340 holding.
  • EverSource Wealth Advisors first reported a position in IES Holdings in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's IES Holdings position peaked at $111K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.