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LRI Investments’s IES Holdings IESC Stock Holding History

LRI Investments’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 		$14K Hold
38
– – ﹤0.01% 868
2026
Q1 		$9.05K Sell
38
-2
-5% -$459 ﹤0.01% 911
2025
Q4 		$7.7K Hold
40
– – ﹤0.01% 939
2025
Q3 		$7.87K Hold
40
– – ﹤0.01% 924
2025
Q2 		$5.86K Hold
40
– – ﹤0.01% 979
2025
Q1 		$3.27K Sell
40
-6
-13% -$626 ﹤0.01% 1031
2024
Q4 		$4.52K Hold
46
– – ﹤0.01% 957
2024
Q3 		$5.96K Buy
+46
New +$3.73K ﹤0.01% 891

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

LRI Investments's IESC Position: Q2 2026 in Review

LRI Investments held its IES Holdings (IESC) position steady in Q2 2026 at 38 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

LRI Investments first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • LRI Investments held 38 shares of IES Holdings worth $14K as of Q2 2026.
  • LRI Investments left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #868 holding.
  • LRI Investments first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.