HFM Investment Advisors’s IES Holdings IESC Stock Holding History

HFM Investment Advisors’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	$2.2K	Buy	6 +2	+50%	+$646	﹤0.01%	420
2026 Q1	$953	Hold	4	–	–	﹤0.01%	421
2025 Q4	$779	Hold	4	–	–	﹤0.01%	544
2025 Q3	$795	Hold	4	–	–	﹤0.01%	466
2025 Q2	$592	Buy	+4	New	+$471	﹤0.01%	587

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HFM Investment Advisors's IESC Position: Q2 2026 in Review

HFM Investment Advisors increased its IES Holdings (IESC) stake by 50% in Q2 2026, buying an estimated $646 and bringing the position to 6 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

HFM Investment Advisors 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.

HFM Investment Advisors held 6 shares of IES Holdings worth $2.2K as of Q2 2026.
HFM Investment Advisors bought 2 IES Holdings shares in Q2 2026, an estimated $646.
IES Holdings made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #420 holding.
HFM Investment Advisors 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 HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.