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Parkworth Wealth Management’s IES Holdings IESC Stock Holding History

Parkworth 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
2025
Q2 		$296 Hold
1
– – ﹤0.01% 799
2025
Q1 		$165 Hold
1
– – ﹤0.01% 780
2024
Q4 		$201 Buy
+1
New +$240 ﹤0.01% 759

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Parkworth Wealth Management's IESC Position: Q2 2025 in Review

Parkworth Wealth Management held its IES Holdings (IESC) position steady in Q2 2025 at 1 share worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Parkworth Wealth Management first reported a position in IESC in Q4 2024 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Parkworth Wealth Management held 1 share of IES Holdings worth $296 as of Q2 2025.
  • Parkworth Wealth Management left its IES Holdings share count unchanged in Q2 2025.
  • IES Holdings made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #799 holding.
  • Parkworth Wealth Management first reported a position in IES Holdings in Q4 2024 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.