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Hennion & Walsh Asset Management’s IES Holdings IESC Stock Holding History

Hennion & Walsh Asset 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 		$2.66M Buy
7,228
+1,560
+28% +$504K 0.08% 318
2026
Q1 		$1.35M Buy
5,668
+3,694
+187% +$847K 0.05% 441
2025
Q4 		$384K Sell
1,974
-20
-1% -$4.02K 0.01% 776
2025
Q3 		$396K Sell
1,994
-10
-0.5% -$1.72K 0.01% 770
2025
Q2 		$297K Buy
+2,004
New +$236K 0.01% 819

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 $3.38T AUM 44.17% 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

Hennion & Walsh Asset Management's IESC Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its IES Holdings (IESC) stake by 28% in Q2 2026, buying an estimated $504K and bringing the position to 7,228 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #318.

Hennion & Walsh Asset Management first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Hennion & Walsh Asset Management held 7,228 shares of IES Holdings worth $2.66M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 1,560 IES Holdings shares in Q2 2026, an estimated $504K.
  • IES Holdings made up 0.08% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #318 holding.
  • Hennion & Walsh Asset Management first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.