KI
IESC icon

Keystone Investors’s IES Holdings IESC Stock Holding History

Keystone Investors’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 		$2.1M Buy
+5,712
New +$1.84M 0.11% 66
2025
Q4 		$675K Buy
+3,468
New +$697K 0.06% 64

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

Keystone Investors's IESC Position: Q2 2026 in Review

Keystone Investors opened a new position in IES Holdings (IESC) in Q2 2026: 5,712 shares worth $2.1M. The stake represents 0.11% of the portfolio and ranks #66 among its holdings. This is a return to the name: Keystone Investors previously reported a position in IESC as recently as Q4 2025.

Keystone Investors first reported a position in IESC in Q4 2025 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Keystone Investors held 5,712 shares of IES Holdings worth $2.1M as of Q2 2026.
  • IES Holdings was a new Keystone Investors position in Q2 2026.
  • IES Holdings made up 0.11% of Keystone Investors's portfolio in Q2 2026, its #66 holding.
  • Keystone Investors first reported a position in IES Holdings in Q4 2025 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Keystone Investors's 13F filing for Q2 2026, filed 14 Aug 2026.