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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
Q1 		$2.36M Buy
4,954
+102
+2% +$46.8K 0.5% 53
2025
Q4 		$1.89M Buy
4,852
+104
+2% +$41.8K 0.4% 55
2025
Q3 		$1.89M Buy
4,748
+382
+9% +$131K 0.39% 59
2025
Q2 		$1.29M Sell
4,366
-38
-0.9% -$8.96K 0.3% 67
2025
Q1 		$727K Buy
+4,404
New +$919K 0.2% 76

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

Hedeker Wealth's IESC Position: Q1 2026 in Review

Hedeker Wealth increased its IES Holdings (IESC) stake by 2.1% in Q1 2026, buying an estimated $46.8K and bringing the position to 4,954 shares worth $2.36M. The position accounts for 0.5% of the portfolio, ranked #53.

Hedeker Wealth first reported a position in IESC in Q1 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Hedeker Wealth held 4,954 shares of IES Holdings worth $2.36M as of Q1 2026.
  • Hedeker Wealth bought 102 IES Holdings shares in Q1 2026, an estimated $46.8K.
  • IES Holdings made up 0.5% of Hedeker Wealth's portfolio in Q1 2026, its #53 holding.
  • Hedeker Wealth first reported a position in IES Holdings in Q1 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.