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Panagora Asset Management’s IES Holdings IESC Stock Holding History

Panagora Asset 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 		$645K Buy
+1,756
New +$567K ﹤0.01% 832
2021
Q3 		– Sell
-430
Closed -$11K – 2027
2021
Q2 		$11K Sell
430
-60
-12% -$1.55K ﹤0.01% 2239
2021
Q1 		$12K Buy
490
+42
+9% +$1.01K ﹤0.01% 2367
2020
Q4 		$10K Buy
+448
New +$8.76K ﹤0.01% 2295

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 $3.38T AUM 44.17% 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

Panagora Asset Management's IESC Position: Q2 2026 in Review

Panagora Asset Management opened a new position in IES Holdings (IESC) in Q2 2026: 1,756 shares worth $645K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Panagora Asset Management previously reported a position in IESC as recently as Q2 2021.

Panagora Asset Management first reported a position in IESC in Q4 2020 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Panagora Asset Management held 1,756 shares of IES Holdings worth $645K as of Q2 2026.
  • IES Holdings was a new Panagora Asset Management position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #832 holding.
  • Panagora Asset Management first reported a position in IES Holdings in Q4 2020 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.