NewEdge Advisors’s IES Holdings IESC Stock Holding History

NewEdge Advisors’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	$1.19M	Buy	+3,242	New	+$1.05M	﹤0.01%	1552
2025 Q3	–	Sell	-3,478	Closed	-$515K	–	4172
2025 Q2	$515K	Sell	3,478 -4	-0.1%	-$471	﹤0.01%	1669
2025 Q1	$287K	Sell	3,482 -3,860	-53%	-$403K	﹤0.01%	1923
2024 Q4	$738K	Buy	7,342 +3,730	+103%	+$448K	﹤0.01%	1326
2024 Q3	$361K	Buy	3,612 +90	+3%	+$7.3K	﹤0.01%	1679
2024 Q2	$245K	Sell	3,522 -5,754	-62%	-$404K	﹤0.01%	1819
2024 Q1	$564K	Sell	9,276 -1,412	-13%	-$67.7K	﹤0.01%	1271
2023 Q4	$441K	Sell	10,688 -146	-1%	-$5.09K	﹤0.01%	1347
2023 Q3	$357K	Buy	+10,834	New	+$353K	﹤0.01%	1340
2023 Q2	–	Sell	-18	Closed	-$388	–	3559
2023 Q1	$388	Hold	18	–	–	﹤0.01%	3265
2022 Q4	$0	Buy	+18	New	+$292	﹤0.01%	4141

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

NewEdge Advisors's IESC Position: Q2 2026 in Review

NewEdge Advisors opened a new position in IES Holdings (IESC) in Q2 2026: 3,242 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in IESC as recently as Q2 2025.

NewEdge Advisors first reported a position in IESC in Q4 2022 and has held it in 11 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

NewEdge Advisors held 3,242 shares of IES Holdings worth $1.19M as of Q2 2026.
IES Holdings was a new NewEdge Advisors position in Q2 2026.
IES Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1552 holding.
NewEdge Advisors first reported a position in IES Holdings in Q4 2022 and has held it in 11 quarters since.
413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.