Kestra Advisory Services’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$283K Buy
+770
New +$249K ﹤0.01% 2822
2026
Q1
Sell
-766
Closed -$149K 3716
2025
Q4
$149K Buy
+766
New +$154K ﹤0.01% 3127

Other funds holding IESC

Kestra Advisory Services's IESC Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in IES Holdings (IESC) in Q2 2026: 770 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #2822 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in IESC as recently as Q4 2025.

Kestra Advisory Services first reported a position in IESC in Q4 2025 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Kestra Advisory Services held 770 shares of IES Holdings worth $283K as of Q2 2026.
  • IES Holdings was a new Kestra Advisory Services position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2822 holding.
  • Kestra Advisory Services first reported a position in IES Holdings in Q4 2025 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.