Harbor Investment Advisory’s IES Holdings IESC Stock Holding History

Harbor Investment Advisory’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	$55.1K	Buy	+75	New	+$48.4K	﹤0.01%	730

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Harbor Investment Advisory's IESC Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in IES Holdings (IESC) in Q2 2026: 75 shares worth $55.1K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

71 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Harbor Investment Advisory held 75 shares of IES Holdings worth $55.1K as of Q2 2026.
IES Holdings was a new Harbor Investment Advisory position in Q2 2026.
IES Holdings made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #730 holding.
71 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.