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Harbour Investments’s IES Holdings IESC Stock Holding History

Harbour Investments’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 		$324K Sell
880
-90
-9% -$29.1K ﹤0.01% 1336
2026
Q1 		$231K Buy
970
+260
+37% +$59.6K ﹤0.01% 1455
2025
Q4 		$138K Hold
710
– – ﹤0.01% 1466
2025
Q3 		$141K Hold
710
– – ﹤0.01% 1404
2025
Q2 		$105K Hold
710
– – ﹤0.01% 1486
2025
Q1 		$58.6K Hold
710
– – ﹤0.01% 1686
2024
Q4 		$71.3K Buy
+710
New +$85.3K ﹤0.01% 1542

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

Harbour Investments's IESC Position: Q2 2026 in Review

Harbour Investments reduced its IES Holdings (IESC) stake by 9.3% in Q2 2026, selling an estimated $29.1K and leaving 880 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Harbour Investments first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Harbour Investments held 880 shares of IES Holdings worth $324K as of Q2 2026.
  • Harbour Investments sold 90 IES Holdings shares in Q2 2026, an estimated $29.1K.
  • IES Holdings made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1336 holding.
  • Harbour Investments first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.