KPP Advisory Services’s IES Holdings IESC Stock Holding History

KPP 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	$528K	Buy	1,438 +40	+3%	+$12.9K	0.07%	221
2026 Q1	$333K	Buy	1,398 +70	+5%	+$16.1K	0.05%	270
2025 Q4	$258K	Buy	1,328 +14	+1%	+$2.81K	0.04%	289
2025 Q3	$261K	Buy	+1,314	New	+$226K	0.04%	290

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 $3.37T AUM 44.26% 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

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

KPP Advisory Services increased its IES Holdings (IESC) stake by 2.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,438 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #221.

KPP Advisory Services first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

KPP Advisory Services held 1,438 shares of IES Holdings worth $528K as of Q2 2026.
KPP Advisory Services bought 40 IES Holdings shares in Q2 2026, an estimated $12.9K.
IES Holdings made up 0.07% of KPP Advisory Services's portfolio in Q2 2026, its #221 holding.
KPP Advisory Services first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.