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IFP Advisors’s IES Holdings IESC Stock Holding History

IFP 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 		$43.3K Sell
118
-468
-80% -$151K ﹤0.01% 2494
2026
Q1 		$140K Sell
586
-52
-8% -$11.9K ﹤0.01% 1613
2025
Q4 		$124K Buy
638
+214
+50% +$43K ﹤0.01% 1662
2025
Q3 		$84.3K Buy
424
+258
+155% +$44.4K ﹤0.01% 1790
2025
Q2 		$28.1K Sell
166
-5,212
-97% -$614K ﹤0.01% 2361
2025
Q1 		$444K Buy
5,378
+5,328
+10,656% +$556K 0.01% 812
2024
Q4 		$5.02K Sell
50
-50
-50% -$6.01K ﹤0.01% 2794
2024
Q3 		$9.98K Hold
100
– – ﹤0.01% 2427
2024
Q2 		$6.97K Buy
+100
New +$7.03K ﹤0.01% 2461
2021
Q1 		– Sell
-860
Closed -$20.7K – 3102
2020
Q4 		$20K Buy
+860
New +$16.8K ﹤0.01% 1802

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

IFP Advisors's IESC Position: Q2 2026 in Review

IFP Advisors reduced its IES Holdings (IESC) stake by 80% in Q2 2026, selling an estimated $151K and leaving 118 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

IFP Advisors first reported a position in IESC in Q4 2020 and has held it in 10 quarters since. The position peaked at $444K in Q1 2025. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • IFP Advisors held 118 shares of IES Holdings worth $43.3K as of Q2 2026.
  • IFP Advisors sold 468 IES Holdings shares in Q2 2026, an estimated $151K.
  • IES Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2494 holding.
  • IFP Advisors first reported a position in IES Holdings in Q4 2020 and has held it in 10 quarters since.
  • IFP Advisors's IES Holdings position peaked at $444K in Q1 2025.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.