KWM
IESC icon

Keebeck Wealth Management’s IES Holdings IESC Stock Holding History

Keebeck Wealth Management’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 		$713K Buy
1,942
+330
+20% +$107K 0.07% 198
2026
Q1 		$384K Buy
1,612
+222
+16% +$50.9K 0.04% 270
2025
Q4 		$270K Buy
+1,390
New +$279K 0.03% 318

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

Keebeck Wealth Management's IESC Position: Q2 2026 in Review

Keebeck Wealth Management increased its IES Holdings (IESC) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 1,942 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #198.

Keebeck Wealth Management 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.

  • Keebeck Wealth Management held 1,942 shares of IES Holdings worth $713K as of Q2 2026.
  • Keebeck Wealth Management bought 330 IES Holdings shares in Q2 2026, an estimated $107K.
  • IES Holdings made up 0.07% of Keebeck Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Keebeck Wealth Management 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 Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.