Navellier & Associates’s IES Holdings IESC Stock Holding History

Navellier & Associates’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	$3.59M	Buy	9,764 +4,416	+83%	+$1.43M	0.28%	82
2026 Q1	$1.27M	Sell	5,348 -162	-3%	-$37.1K	0.13%	130
2025 Q4	$1.07M	Sell	5,510 -4,488	-45%	-$902K	0.12%	144
2025 Q3	$1.99M	Buy	9,998 +4,136	+71%	+$712K	0.2%	115
2025 Q2	$868K	Buy	5,862 +90	+2%	+$10.6K	0.11%	151
2025 Q1	$695K	Sell	5,772 -4,608	-44%	-$481K	0.1%	171
2024 Q4	$1.04M	Buy	10,380 +4,306	+71%	+$518K	0.13%	154
2024 Q3	$606K	Sell	6,074 -4,460	-42%	-$362K	0.08%	193
2024 Q2	$734K	Buy	+10,534	New	+$740K	0.09%	188

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

Navellier & Associates's IESC Position: Q2 2026 in Review

Navellier & Associates increased its IES Holdings (IESC) stake by 83% in Q2 2026, buying an estimated $1.43M and bringing the position to 9,764 shares worth $3.59M. The position accounts for 0.28% of the portfolio, ranked #82.

Navellier & Associates 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.

Navellier & Associates held 9,764 shares of IES Holdings worth $3.59M as of Q2 2026.
Navellier & Associates bought 4,416 IES Holdings shares in Q2 2026, an estimated $1.43M.
IES Holdings made up 0.28% of Navellier & Associates's portfolio in Q2 2026, its #82 holding.
Navellier & Associates 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 Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.