Keating Financial Advisory Services’s IES Holdings IESC Stock Holding History

Keating Financial Advisory Services’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	$14K	Buy	38 +10	+36%	+$3.23K	﹤0.01%	1121
2026 Q1	$6.67K	Buy	28 +4	+17%	+$917	﹤0.01%	1288
2025 Q4	$4.67K	Buy	+24	New	+$4.82K	﹤0.01%	1303

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's IESC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its IES Holdings (IESC) stake by 36% in Q2 2026, buying an estimated $3.23K and bringing the position to 38 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Keating Financial Advisory Services first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Keating Financial Advisory Services held 38 shares of IES Holdings worth $14K as of Q2 2026.
Keating Financial Advisory Services bought 10 IES Holdings shares in Q2 2026, an estimated $3.23K.
IES Holdings made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1121 holding.
Keating Financial Advisory Services first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.