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Evolve Private Wealth’s IES Holdings IESC Stock Holding History

Evolve Private Wealth’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 		$1.4M Sell
3,818
-1,206
-24% -$389K 0.09% 209
2026
Q1 		$1.2M Buy
5,024
+236
+5% +$54.1K 0.06% 284
2025
Q4 		$931K Buy
+4,788
New +$962K 0.06% 314

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's IESC Position: Q2 2026 in Review

Evolve Private Wealth reduced its IES Holdings (IESC) stake by 24% in Q2 2026, selling an estimated $389K and leaving 3,818 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #209.

Evolve Private Wealth first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Evolve Private Wealth held 3,818 shares of IES Holdings worth $1.4M as of Q2 2026.
  • Evolve Private Wealth sold 1,206 IES Holdings shares in Q2 2026, an estimated $389K.
  • IES Holdings made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #209 holding.
  • Evolve Private Wealth first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.