LPL Financial
IESC icon

LPL Financial’s IES Holdings IESC Stock Holding History

LPL Financial’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 		$29.2M Sell
79,576
-16,360
-17% -$5.28M 0.01% 1323
2026
Q1 		$22.9M Sell
95,936
-7,286
-7% -$1.67M 0.01% 1373
2025
Q4 		$20.1M Buy
103,222
+4,404
+4% +$885K 0.01% 1409
2025
Q3 		$19.6M Sell
98,818
-10,534
-10% -$1.81M 0.01% 1381
2025
Q2 		$16.2M Buy
109,352
+10,824
+11% +$1.28M 0.01% 1395
2025
Q1 		$8.13M Buy
98,528
+5,676
+6% +$592K ﹤0.01% 1759
2024
Q4 		$9.33M Buy
92,852
+79,356
+588% +$9.54M ﹤0.01% 1597
2024
Q3 		$1.35M Buy
13,496
+4,412
+49% +$358K ﹤0.01% 3111
2024
Q2 		$633K Buy
+9,084
New +$639K ﹤0.01% 3660

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

LPL Financial's IESC Position: Q2 2026 in Review

LPL Financial reduced its IES Holdings (IESC) stake by 17% in Q2 2026, selling an estimated $5.28M and leaving 79,576 shares worth $29.2M. The position accounts for 0.01% of the portfolio, ranked #1323.

LPL Financial first reported a position in IESC in Q2 2024 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • LPL Financial held 79,576 shares of IES Holdings worth $29.2M as of Q2 2026.
  • LPL Financial sold 16,360 IES Holdings shares in Q2 2026, an estimated $5.28M.
  • IES Holdings made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1323 holding.
  • LPL Financial first reported a position in IES Holdings in Q2 2024 and has held it in 9 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.