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Opal Wealth Advisors’s IES Holdings IESC Stock Holding History

Opal Wealth 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
Q1 		$36.2K Buy
+76
New +$34.9K 0.01% 467
2025
Q3 		– Sell
-84
Closed -$24.9K – 356
2025
Q2 		$24.9K Buy
+84
New +$19.8K 0.01% 520

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

Opal Wealth Advisors's IESC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in IES Holdings (IESC) in Q1 2026: 76 shares worth $36.2K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in IESC as recently as Q2 2025.

Opal Wealth Advisors first reported a position in IESC in Q2 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Opal Wealth Advisors held 76 shares of IES Holdings worth $36.2K as of Q1 2026.
  • IES Holdings was a new Opal Wealth Advisors position in Q1 2026.
  • IES Holdings made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #467 holding.
  • Opal Wealth Advisors first reported a position in IES Holdings in Q2 2025 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.