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Oakwell Private Wealth Management’s IES Holdings IESC Stock Holding History

Oakwell Private 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 		$325K Sell
886
-1,180
-57% -$381K 0.05% 68
2026
Q1 		$492K Buy
2,066
+882
+74% +$202K 0.09% 57
2025
Q4 		$230K Sell
1,184
-3,550
-75% -$713K 0.04% 72
2025
Q3 		$941K Hold
4,734
– – 0.19% 44
2025
Q2 		$701K Sell
4,734
-15,344
-76% -$1.81M 0.16% 45
2025
Q1 		$1.66M Buy
+20,078
New +$2.09M 0.46% 25

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

Oakwell Private Wealth Management's IESC Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its IES Holdings (IESC) stake by 57% in Q2 2026, selling an estimated $381K and leaving 886 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #68.

Oakwell Private Wealth Management first reported a position in IESC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Oakwell Private Wealth Management held 886 shares of IES Holdings worth $325K as of Q2 2026.
  • Oakwell Private Wealth Management sold 1,180 IES Holdings shares in Q2 2026, an estimated $381K.
  • IES Holdings made up 0.05% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Oakwell Private Wealth Management first reported a position in IES Holdings in Q1 2025 and has held it in 6 quarters since.
  • Oakwell Private Wealth Management's IES Holdings position peaked at $1.66M in Q1 2025.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.