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FORA Capital’s IES Holdings IESC Stock Holding History

FORA Capital’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 		$1.3M Buy
+3,550
New +$1.15M 0.09% 199
2025
Q3 		– Sell
-3,014
Closed -$446K – 581
2025
Q2 		$446K Buy
+3,014
New +$355K 0.05% 343

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

FORA Capital's IESC Position: Q2 2026 in Review

FORA Capital opened a new position in IES Holdings (IESC) in Q2 2026: 3,550 shares worth $1.3M. The stake represents 0.09% of the portfolio and ranks #199 among its holdings. This is a return to the name: FORA Capital previously reported a position in IESC as recently as Q2 2025.

FORA Capital first reported a position in IESC in Q2 2025 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • FORA Capital held 3,550 shares of IES Holdings worth $1.3M as of Q2 2026.
  • IES Holdings was a new FORA Capital position in Q2 2026.
  • IES Holdings made up 0.09% of FORA Capital's portfolio in Q2 2026, its #199 holding.
  • FORA Capital first reported a position in IES Holdings in Q2 2025 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.