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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
Q2 		$98.4K Sell
268
-76
-22% -$24.5K ﹤0.01% 1196
2026
Q1 		$82K Buy
344
+80
+30% +$18.3K ﹤0.01% 1090
2025
Q4 		$51.4K Buy
264
+252
+2,100% +$50.6K ﹤0.01% 1216
2025
Q3 		$2.39K Buy
12
+8
+200% +$1.38K ﹤0.01% 2635
2025
Q2 		$592 Buy
+4
New +$471 ﹤0.01% 2814
2025
Q1 		– Sell
-190
Closed -$19.1K – 3139
2024
Q4 		$19.1K Buy
190
+94
+98% +$11.3K ﹤0.01% 1235
2024
Q3 		$9.58K Buy
+96
New +$7.78K ﹤0.01% 1497

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

Larson Financial Group's IESC Position: Q2 2026 in Review

Larson Financial Group reduced its IES Holdings (IESC) stake by 22% in Q2 2026, selling an estimated $24.5K and leaving 268 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Larson Financial Group first reported a position in IESC in Q3 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Larson Financial Group held 268 shares of IES Holdings worth $98.4K as of Q2 2026.
  • Larson Financial Group sold 76 IES Holdings shares in Q2 2026, an estimated $24.5K.
  • IES Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1196 holding.
  • Larson Financial Group first reported a position in IES Holdings in Q3 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.