GRP
IESC icon

Global Retirement Partners’s IES Holdings IESC Stock Holding History

Global Retirement Partners’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 		$48.5K Buy
+132
New +$42.6K ﹤0.01% 2543
2025
Q4 		$48.2K Buy
248
+92
+59% +$18.5K ﹤0.01% 2373
2025
Q3 		$31K Buy
156
+142
+1,014% +$24.4K ﹤0.01% 2166
2025
Q2 		$2.07K Buy
+14
New +$1.65K ﹤0.01% 3230
2024
Q4 		$1.81K Buy
+18
New +$2.16K ﹤0.01% 3110

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

Global Retirement Partners's IESC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in IES Holdings (IESC) in Q2 2026: 132 shares worth $48.5K. The stake represents ﹤0.01% of the portfolio and ranks #2543 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IESC as recently as Q4 2025.

Global Retirement Partners first reported a position in IESC in Q4 2024 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Global Retirement Partners held 132 shares of IES Holdings worth $48.5K as of Q2 2026.
  • IES Holdings was a new Global Retirement Partners position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2543 holding.
  • Global Retirement Partners first reported a position in IES Holdings in Q4 2024 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.