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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
Q2 		$84K Hold
230
– – ﹤0.01% 307
2026
Q1 		$55K Buy
230
+224
+3,733% +$51.4K ﹤0.01% 345
2025
Q4 		$1K Hold
6
– – ﹤0.01% 579
2025
Q3 		$1K Buy
+6
New +$1.03K ﹤0.01% 611
2024
Q3 		– Sell
-1,068
Closed -$74K – 670
2024
Q2 		$74K Buy
+1,068
New +$75.1K 0.01% 448

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

Harvest Fund Management's IESC Position: Q2 2026 in Review

Harvest Fund Management held its IES Holdings (IESC) position steady in Q2 2026 at 230 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Harvest Fund Management first reported a position in IESC in Q2 2024 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Harvest Fund Management held 230 shares of IES Holdings worth $84K as of Q2 2026.
  • Harvest Fund Management left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up ﹤0.01% of Harvest Fund Management's portfolio in Q2 2026, its #307 holding.
  • Harvest Fund Management first reported a position in IES Holdings in Q2 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 Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.