MWM
IESC icon

Moran Wealth Management’s IES Holdings IESC Stock Holding History

Moran Wealth Management’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 		$6.12M Sell
16,664
-774
-4% -$250K 0.17% 188
2026
Q1 		$4.15M Buy
17,438
+10,502
+151% +$2.41M 0.13% 220
2025
Q4 		$1.35M Buy
6,936
+256
+4% +$51.4K 0.04% 330
2025
Q3 		$1.33M Buy
6,680
+42
+0.6% +$7.23K 0.04% 317
2025
Q2 		$983K Sell
6,638
-106
-2% -$12.5K 0.03% 328
2025
Q1 		$557K Sell
6,744
-58
-0.9% -$6.05K 0.02% 368
2024
Q4 		$683K Buy
6,802
+122
+2% +$14.7K 0.02% 339
2024
Q3 		$667K Buy
6,680
+1,574
+31% +$128K 0.02% 347
2024
Q2 		$356K Buy
5,106
+270
+6% +$19K 0.01% 365
2024
Q1 		$294K Buy
+4,836
New +$232K 0.01% 385

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

Moran Wealth Management's IESC Position: Q2 2026 in Review

Moran Wealth Management reduced its IES Holdings (IESC) stake by 4.4% in Q2 2026, selling an estimated $250K and leaving 16,664 shares worth $6.12M. The position accounts for 0.17% of the portfolio, ranked #188.

Moran Wealth Management first reported a position in IESC in Q1 2024 and has held it in 10 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Moran Wealth Management held 16,664 shares of IES Holdings worth $6.12M as of Q2 2026.
  • Moran Wealth Management sold 774 IES Holdings shares in Q2 2026, an estimated $250K.
  • IES Holdings made up 0.17% of Moran Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Moran Wealth Management first reported a position in IES Holdings in Q1 2024 and has held it in 10 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.