MWM
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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
Q1 		$4.15M Buy
8,719
+5,251
+151% +$2.41M 0.13% 220
2025
Q4 		$1.35M Buy
3,468
+128
+4% +$51.4K 0.04% 330
2025
Q3 		$1.33M Buy
3,340
+21
+0.6% +$7.23K 0.04% 317
2025
Q2 		$983K Sell
3,319
-53
-2% -$12.5K 0.03% 328
2025
Q1 		$557K Sell
3,372
-29
-0.9% -$6.05K 0.02% 368
2024
Q4 		$683K Buy
3,401
+61
+2% +$14.7K 0.02% 339
2024
Q3 		$667K Buy
3,340
+787
+31% +$128K 0.02% 347
2024
Q2 		$356K Buy
2,553
+135
+6% +$19K 0.01% 365
2024
Q1 		$294K Buy
+2,418
New +$232K 0.01% 385

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moran Wealth Management's IESC Position: Q1 2026 in Review

Moran Wealth Management increased its IES Holdings (IESC) stake by 151% in Q1 2026, buying an estimated $2.41M and bringing the position to 8,719 shares worth $4.15M. The position accounts for 0.13% of the portfolio, ranked #220.

Moran Wealth Management first reported a position in IESC in Q1 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Moran Wealth Management held 8,719 shares of IES Holdings worth $4.15M as of Q1 2026.
  • Moran Wealth Management bought 5,251 IES Holdings shares in Q1 2026, an estimated $2.41M.
  • IES Holdings made up 0.13% of Moran Wealth Management's portfolio in Q1 2026, its #220 holding.
  • Moran Wealth Management first reported a position in IES Holdings in Q1 2024 and has held it in 9 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.