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Insight Wealth Strategies’s IES Holdings IESC Stock Holding History

Insight Wealth Strategies’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 		$517K Hold
1,478
– – 0.05% 123
2026
Q1 		$352K Hold
1,478
– – 0.04% 142
2025
Q4 		$287K Hold
1,478
– – 0.03% 148
2025
Q3 		$294K Sell
1,478
-1,330
-47% -$229K 0.03% 147
2025
Q2 		$406K Buy
2,808
+132
+5% +$15.6K 0.05% 128
2025
Q1 		$221K Hold
2,676
– – 0.03% 148
2024
Q4 		$269K Hold
2,676
– – 0.04% 138
2024
Q3 		$267K Buy
+2,676
New +$217K 0.04% 147

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

Insight Wealth Strategies's IESC Position: Q2 2026 in Review

Insight Wealth Strategies held its IES Holdings (IESC) position steady in Q2 2026 at 1,478 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #123.

Insight Wealth Strategies first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Insight Wealth Strategies held 1,478 shares of IES Holdings worth $517K as of Q2 2026.
  • Insight Wealth Strategies left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up 0.05% of Insight Wealth Strategies's portfolio in Q2 2026, its #123 holding.
  • Insight Wealth Strategies first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.