First Trust Advisors
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First Trust Advisors’s IES Holdings IESC Stock Holding History

First Trust 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
Q1 		$166M Buy
349,163
+100,425
+40% +$46.1M 0.12% 207
2025
Q4 		$96.8M Sell
248,738
-75,155
-23% -$30.2M 0.07% 341
2025
Q3 		$129M Buy
323,893
+293,977
+983% +$101M 0.1% 250
2025
Q2 		$8.86M Sell
29,916
-2,308
-7% -$544K 0.01% 1122
2025
Q1 		$5.32M Sell
32,224
-5,208
-14% -$1.09M ﹤0.01% 1281
2024
Q4 		$7.52M Sell
37,432
-2,676
-7% -$643K 0.01% 1165
2024
Q3 		$8.01M Sell
40,108
-3,859
-9% -$626K 0.01% 1117
2024
Q2 		$6.13M Sell
43,967
-18,101
-29% -$2.54M 0.01% 1186
2024
Q1 		$7.55M Buy
62,068
+314
+0.5% +$30.1K 0.01% 1115
2023
Q4 		$4.89M Buy
+61,754
New +$4.31M 0.01% 1274
2021
Q3 		– Sell
-53,092
Closed -$2.73M – 2569
2021
Q2 		$2.73M Sell
53,092
-1,623
-3% -$84.1K ﹤0.01% 1688
2021
Q1 		$2.76M Buy
54,715
+3,696
+7% +$178K ﹤0.01% 1597
2020
Q4 		$2.35M Sell
51,019
-2,208
-4% -$86.3K ﹤0.01% 1493
2020
Q3 		$1.69M Buy
+53,227
New +$1.46M ﹤0.01% 1450

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Advisors's IESC Position: Q1 2026 in Review

First Trust Advisors increased its IES Holdings (IESC) stake by 40% in Q1 2026, buying an estimated $46.1M and bringing the position to 349,163 shares worth $166M. The position accounts for 0.12% of the portfolio, ranked #207.

First Trust Advisors first reported a position in IESC in Q3 2020 and has held it in 14 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • First Trust Advisors held 349,163 shares of IES Holdings worth $166M as of Q1 2026.
  • First Trust Advisors bought 100,425 IES Holdings shares in Q1 2026, an estimated $46.1M.
  • IES Holdings made up 0.12% of First Trust Advisors's portfolio in Q1 2026, its #207 holding.
  • First Trust Advisors first reported a position in IES Holdings in Q3 2020 and has held it in 14 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.