InceptionR’s IES Holdings IESC Stock Holding History

InceptionR’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	–	Sell	-2,698	Closed	-$643K	–	772
2026 Q1	$643K	Buy	2,698 +1,610	+148%	+$369K	0.15%	231
2025 Q4	$212K	Buy	+1,088	New	+$219K	0.06%	530
2024 Q4	–	Sell	-3,628	Closed	-$362K	–	740
2024 Q3	$362K	Buy	+3,628	New	+$294K	0.09%	409

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 $3.37T AUM 44.26% 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

InceptionR's IESC Position: Q2 2026 in Review

InceptionR sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 2,698 shares — an estimated $643K sold.

InceptionR first reported a position in IESC in Q3 2024 and held it in 3 quarters. The position peaked at $643K in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

InceptionR reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
InceptionR sold 2,698 IES Holdings shares in Q2 2026, an estimated $643K.
InceptionR first reported a position in IES Holdings in Q3 2024 and held it in 3 quarters.
InceptionR's IES Holdings position peaked at $643K in Q1 2026.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.