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John Overdeck’s IES Holdings IESC Stock Holding History

John Overdeck’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 		$588K Sell
800
-500
-38% -$323K ﹤0.01% 4034
2026
Q1 		$619K Buy
+1,300
New +$596K ﹤0.01% 3586

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 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

John Overdeck's IESC Position: Q2 2026 in Review

John Overdeck reduced its IES Holdings (IESC) stake by 21% in Q2 2026, selling an estimated $430K and leaving 2,554 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

John Overdeck first reported a position in IESC in Q3 2018 and has held it in 18 quarters since. The position peaked at $9.62M in Q1 2025. 411 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • John Overdeck held 2,554 shares of IES Holdings worth $1.88M as of Q2 2026.
  • John Overdeck sold 666 IES Holdings shares in Q2 2026, an estimated $430K.
  • IES Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3045 holding.
  • John Overdeck first reported a position in IES Holdings in Q3 2018 and has held it in 18 quarters since.
  • John Overdeck's IES Holdings position peaked at $9.62M in Q1 2025.
  • 411 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.