Franklin Resources

Franklin Resources’s IES Holdings IESC Stock Holding History

Franklin Resources’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	$78.7M	Buy	165,174 +11,227	+7%	+$5.15M	0.02%	498
2025 Q4	$59.9M	Sell	153,947 -1,168	-0.8%	-$469K	0.01%	586
2025 Q3	$61.7M	Buy	155,115 +5,542	+4%	+$1.91M	0.02%	569
2025 Q2	$44.3M	Buy	149,573 +21,738	+17%	+$5.12M	0.01%	663
2025 Q1	$21.1M	Sell	127,835 -34,726	-21%	-$7.24M	0.01%	888
2024 Q4	$32.7M	Buy	162,561 +7,135	+5%	+$1.72M	0.01%	757
2024 Q3	$35.4M	Buy	155,426 +68,750	+79%	+$11.1M	0.01%	704
2024 Q2	$12.1M	Buy	86,676 +82,546	+1,999%	+$11.6M	﹤0.01%	1013
2024 Q1	$502K	Sell	4,130 -106	-3%	-$10.2K	﹤0.01%	2245
2023 Q4	$336K	Buy	4,236 +112	+3%	+$7.81K	﹤0.01%	2120
2023 Q3	$272K	Buy	4,124 +55	+1%	+$3.58K	﹤0.01%	2190
2023 Q2	$231K	Buy	+4,069	New	+$194K	﹤0.01%	2317

Other funds holding IESC

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return