Okabena Investment Services’s IES Holdings IESC Stock Holding History

Okabena Investment Services’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	$716K	Buy	+974	New	+$629K	0.13%	91

Other funds holding IESC

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Okabena Investment Services's IESC Position: Q2 2026 in Review

Okabena Investment Services opened a new position in IES Holdings (IESC) in Q2 2026: 974 shares worth $716K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings.

265 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Okabena Investment Services held 974 shares of IES Holdings worth $716K as of Q2 2026.
IES Holdings was a new Okabena Investment Services position in Q2 2026.
IES Holdings made up 0.13% of Okabena Investment Services's portfolio in Q2 2026, its #91 holding.
265 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.