FFA
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Farther Finance Advisors’s IES Holdings IESC Stock Holding History

Farther Finance 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 		$760K Sell
2,070
-214
-9% -$69.1K 0.01% 1271
2026
Q1 		$553K Buy
2,284
+98
+4% +$22.5K 0.01% 1326
2025
Q4 		$425K Buy
2,186
+206
+10% +$41.4K ﹤0.01% 1418
2025
Q3 		$394K Buy
1,980
+882
+80% +$152K 0.01% 1210
2025
Q2 		$163K Buy
1,098
+1,096
+54,800% +$129K ﹤0.01% 1496
2025
Q1 		$169 Hold
2
– – ﹤0.01% 3980
2024
Q4 		$201 Hold
2
– – ﹤0.01% 3660
2024
Q3 		$200 Buy
+2
New +$162 ﹤0.01% 3653

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

Farther Finance Advisors's IESC Position: Q2 2026 in Review

Farther Finance Advisors reduced its IES Holdings (IESC) stake by 9.4% in Q2 2026, selling an estimated $69.1K and leaving 2,070 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #1271.

Farther Finance Advisors first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Farther Finance Advisors held 2,070 shares of IES Holdings worth $760K as of Q2 2026.
  • Farther Finance Advisors sold 214 IES Holdings shares in Q2 2026, an estimated $69.1K.
  • IES Holdings made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1271 holding.
  • Farther Finance Advisors first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.