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Hedeker Wealth’s IES Holdings IESC Stock Holding History

Hedeker Wealth’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 		$3.63M Sell
9,888
-20
-0.2% -$6.46K 0.69% 44
2026
Q1 		$2.36M Buy
9,908
+204
+2% +$46.8K 0.5% 53
2025
Q4 		$1.89M Buy
9,704
+208
+2% +$41.8K 0.4% 55
2025
Q3 		$1.89M Buy
9,496
+764
+9% +$131K 0.39% 59
2025
Q2 		$1.29M Sell
8,732
-76
-0.9% -$8.96K 0.3% 67
2025
Q1 		$727K Buy
+8,808
New +$919K 0.2% 76

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

Hedeker Wealth's IESC Position: Q2 2026 in Review

Hedeker Wealth reduced its IES Holdings (IESC) stake by 0.2% in Q2 2026, selling an estimated $6.46K and leaving 9,888 shares worth $3.63M. The position accounts for 0.69% of the portfolio, ranked #44.

Hedeker Wealth first reported a position in IESC in Q1 2025 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Hedeker Wealth held 9,888 shares of IES Holdings worth $3.63M as of Q2 2026.
  • Hedeker Wealth sold 20 IES Holdings shares in Q2 2026, an estimated $6.46K.
  • IES Holdings made up 0.69% of Hedeker Wealth's portfolio in Q2 2026, its #44 holding.
  • Hedeker Wealth first reported a position in IES Holdings in Q1 2025 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.