Janney Montgomery Scott
IESC icon

Janney Montgomery Scott’s IES Holdings IESC Stock Holding History

Janney Montgomery Scott’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 		$3.98M Sell
10,848
-824
-7% -$266K 0.01% 1099
2026
Q1 		$2.78M Buy
11,672
+2,512
+27% +$576K 0.01% 1122
2025
Q4 		$1.78M Buy
9,160
+1,398
+18% +$281K ﹤0.01% 1399
2025
Q3 		$1.54M Buy
+7,762
New +$1.34M ﹤0.01% 1447
2025
Q1 		– Sell
-55,294
Closed -$5.56M – 2757
2024
Q4 		$5.56M Sell
55,294
-944
-2% -$113K 0.02% 746
2024
Q3 		$5.61M Sell
56,238
-200
-0.4% -$16.2K 0.02% 720
2024
Q2 		$3.93M Buy
56,438
+1,254
+2% +$88.1K 0.01% 816
2024
Q1 		$3.36M Buy
55,184
+2,328
+4% +$112K 0.01% 917
2023
Q4 		$2.09M Buy
52,856
+4,318
+9% +$151K 0.01% 1082
2023
Q3 		$1.6M Buy
+48,538
New +$1.58M 0.01% 1110
2022
Q2 		– Sell
-10,456
Closed -$210K – 2378
2022
Q1 		$210K Buy
10,456
+792
+8% +$17.9K ﹤0.01% 2063
2021
Q4 		$245K Sell
9,664
-1,746
-15% -$43.7K ﹤0.01% 2123
2021
Q3 		$261K Sell
11,410
-9,514
-45% -$231K ﹤0.01% 2031
2021
Q2 		$537K Buy
20,924
+1,698
+9% +$44K ﹤0.01% 1591
2021
Q1 		$485K Buy
19,226
+1,822
+10% +$43.8K ﹤0.01% 1578
2020
Q4 		$401K Buy
17,404
+3,964
+29% +$77.5K ﹤0.01% 1707
2020
Q3 		$213K Buy
+13,440
New +$184K ﹤0.01% 1880

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

Janney Montgomery Scott's IESC Position: Q2 2026 in Review

Janney Montgomery Scott reduced its IES Holdings (IESC) stake by 7.1% in Q2 2026, selling an estimated $266K and leaving 10,848 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #1099.

Janney Montgomery Scott first reported a position in IESC in Q3 2020 and has held it in 17 quarters since. The position peaked at $5.61M in Q3 2024. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Janney Montgomery Scott held 10,848 shares of IES Holdings worth $3.98M as of Q2 2026.
  • Janney Montgomery Scott sold 824 IES Holdings shares in Q2 2026, an estimated $266K.
  • IES Holdings made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1099 holding.
  • Janney Montgomery Scott first reported a position in IES Holdings in Q3 2020 and has held it in 17 quarters since.
  • Janney Montgomery Scott's IES Holdings position peaked at $5.61M in Q3 2024.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.