Linscomb Wealth’s IES Holdings IESC Stock Holding History

Linscomb Wealth’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	$735K	Hold	2,000	–	–	0.03%	201
2026 Q1	$476K	Hold	2,000	–	–	0.02%	244
2025 Q4	$389K	Hold	2,000	–	–	0.02%	241
2025 Q3	$398K	Hold	2,000	–	–	0.02%	243
2025 Q2	$296K	Buy	+2,000	New	+$236K	0.01%	267
2025 Q1	–	Sell	-2,000	Closed	-$201K	–	298
2024 Q4	$201K	Buy	+2,000	New	+$240K	0.01%	287

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

Linscomb Wealth's IESC Position: Q2 2026 in Review

Linscomb Wealth held its IES Holdings (IESC) position steady in Q2 2026 at 2,000 shares worth $735K. The position accounts for 0.03% of the portfolio, ranked #201.

Linscomb Wealth first reported a position in IESC in Q4 2024 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Linscomb Wealth held 2,000 shares of IES Holdings worth $735K as of Q2 2026.
Linscomb Wealth left its IES Holdings share count unchanged in Q2 2026.
IES Holdings made up 0.03% of Linscomb Wealth's portfolio in Q2 2026, its #201 holding.
Linscomb Wealth first reported a position in IES Holdings in Q4 2024 and has held it in 6 quarters since.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.