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Harvest Fund Management’s IES Holdings IESC Stock Holding History

Harvest Fund Management’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 		$55K Buy
115
+112
+3,733% +$51.4K ﹤0.01% 345
2025
Q4 		$1K Hold
3
– – ﹤0.01% 579
2025
Q3 		$1K Buy
+3
New +$1.03K ﹤0.01% 611
2024
Q3 		– Sell
-534
Closed -$74K – 670
2024
Q2 		$74K Buy
+534
New +$75.1K 0.01% 448

Other funds holding IESC

GJL
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Fund Management's IESC Position: Q1 2026 in Review

Harvest Fund Management increased its IES Holdings (IESC) stake by 3,733% in Q1 2026, buying an estimated $51.4K and bringing the position to 115 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Harvest Fund Management first reported a position in IESC in Q2 2024 and has held it in 4 quarters since. The position peaked at $74K in Q2 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Harvest Fund Management held 115 shares of IES Holdings worth $55K as of Q1 2026.
  • Harvest Fund Management bought 112 IES Holdings shares in Q1 2026, an estimated $51.4K.
  • IES Holdings made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #345 holding.
  • Harvest Fund Management first reported a position in IES Holdings in Q2 2024 and has held it in 4 quarters since.
  • Harvest Fund Management's IES Holdings position peaked at $74K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.