FFO
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Fortitude Family Office’s IES Holdings IESC Stock Holding History

Fortitude Family Office’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 		$16.9K Buy
46
+2
+5% +$646 ﹤0.01% 586
2026
Q1 		$10.5K Buy
44
+30
+214% +$6.88K ﹤0.01% 640
2025
Q4 		$2.72K Buy
14
+4
+40% +$804 ﹤0.01% 1052
2025
Q3 		$1.99K Hold
10
– – ﹤0.01% 1219
2025
Q2 		$1.48K Buy
+10
New +$1.18K ﹤0.01% 1336

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

Fortitude Family Office's IESC Position: Q2 2026 in Review

Fortitude Family Office increased its IES Holdings (IESC) stake by 4.5% in Q2 2026, buying an estimated $646 and bringing the position to 46 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Fortitude Family Office first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Fortitude Family Office held 46 shares of IES Holdings worth $16.9K as of Q2 2026.
  • Fortitude Family Office bought 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #586 holding.
  • Fortitude Family Office first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.