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Florida Financial Advisors’s IES Holdings IESC Stock Holding History

Florida Financial 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 		$734K Sell
1,998
-7,098
-78% -$2.29M 0.12% 166
2026
Q1 		$2.17M Buy
9,096
+1,430
+19% +$328K 0.52% 54
2025
Q4 		$1.49M Buy
7,666
+1,484
+24% +$298K 0.4% 67
2025
Q3 		$1.23M Buy
6,182
+1,686
+38% +$290K 0.38% 74
2025
Q2 		$666K Buy
4,496
+1,482
+49% +$175K 0.22% 108
2025
Q1 		$250K Buy
+3,014
New +$314K 0.1% 204

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

Florida Financial Advisors's IESC Position: Q2 2026 in Review

Florida Financial Advisors reduced its IES Holdings (IESC) stake by 78% in Q2 2026, selling an estimated $2.29M and leaving 1,998 shares worth $734K. The position accounts for 0.12% of the portfolio, ranked #166.

Florida Financial Advisors first reported a position in IESC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.17M in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Florida Financial Advisors held 1,998 shares of IES Holdings worth $734K as of Q2 2026.
  • Florida Financial Advisors sold 7,098 IES Holdings shares in Q2 2026, an estimated $2.29M.
  • IES Holdings made up 0.12% of Florida Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Florida Financial Advisors first reported a position in IES Holdings in Q1 2025 and has held it in 6 quarters since.
  • Florida Financial Advisors's IES Holdings position peaked at $2.17M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.