Jones Financial Companies
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Jones Financial Companies’s IES Holdings IESC Stock Holding History

Jones Financial Companies’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 		$624K Buy
1,746
+826
+90% +$267K ﹤0.01% 2119
2026
Q1 		$218K Buy
920
+438
+91% +$100K ﹤0.01% 2373
2025
Q4 		$93.8K Sell
482
-72
-13% -$14.5K ﹤0.01% 2243
2025
Q3 		$109K Sell
554
-306
-36% -$52.7K ﹤0.01% 2055
2025
Q2 		$125K Buy
860
+170
+25% +$20K ﹤0.01% 1845
2025
Q1 		$57.5K Sell
690
-50
-7% -$5.21K ﹤0.01% 2000
2024
Q4 		$74.4K Buy
+740
New +$89K ﹤0.01% 1729

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 $3.38T AUM 44.17% 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

Jones Financial Companies's IESC Position: Q2 2026 in Review

Jones Financial Companies increased its IES Holdings (IESC) stake by 90% in Q2 2026, buying an estimated $267K and bringing the position to 1,746 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Jones Financial Companies first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Jones Financial Companies held 1,746 shares of IES Holdings worth $624K as of Q2 2026.
  • Jones Financial Companies bought 826 IES Holdings shares in Q2 2026, an estimated $267K.
  • IES Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2119 holding.
  • Jones Financial Companies first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.