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Larson Financial Group’s IES Holdings IESC Stock Holding History

Larson Financial Group’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
Q1 		$82K Buy
172
+40
+30% +$18.3K ﹤0.01% 1090
2025
Q4 		$51.4K Buy
132
+126
+2,100% +$50.6K ﹤0.01% 1216
2025
Q3 		$2.39K Buy
6
+4
+200% +$1.38K ﹤0.01% 2635
2025
Q2 		$592 Buy
+2
New +$471 ﹤0.01% 2814
2025
Q1 		– Sell
-95
Closed -$19.1K – 3139
2024
Q4 		$19.1K Buy
95
+47
+98% +$11.3K ﹤0.01% 1235
2024
Q3 		$9.58K Buy
+48
New +$7.78K ﹤0.01% 1497

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's IESC Position: Q1 2026 in Review

Larson Financial Group increased its IES Holdings (IESC) stake by 30% in Q1 2026, buying an estimated $18.3K and bringing the position to 172 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Larson Financial Group first reported a position in IESC in Q3 2024 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Larson Financial Group held 172 shares of IES Holdings worth $82K as of Q1 2026.
  • Larson Financial Group bought 40 IES Holdings shares in Q1 2026, an estimated $18.3K.
  • IES Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1090 holding.
  • Larson Financial Group first reported a position in IES Holdings in Q3 2024 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.