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PFG Advisors’s IES Holdings IESC Stock Holding History

PFG 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
Q2 		$2.61M Sell
7,110
-138
-2% -$44.6K 0.13% 192
2026
Q1 		$1.73M Buy
7,248
+346
+5% +$79.3K 0.08% 267
2025
Q4 		$1.34M Sell
6,902
-6
-0.1% -$1.21K 0.07% 310
2025
Q3 		$1.37M Buy
6,908
+398
+6% +$68.5K 0.06% 336
2025
Q2 		$964K Sell
6,510
-130
-2% -$15.3K 0.04% 310
2025
Q1 		$548K Sell
6,640
-980
-13% -$102K 0.03% 445
2024
Q4 		$766K Buy
7,620
+222
+3% +$26.7K 0.05% 370
2024
Q3 		$738K Sell
7,398
-34
-0.5% -$2.76K 0.05% 356
2024
Q2 		$518K Buy
7,432
+104
+1% +$7.31K 0.04% 413
2024
Q1 		$446K Buy
+7,328
New +$351K 0.03% 420

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

PFG Advisors's IESC Position: Q2 2026 in Review

PFG Advisors reduced its IES Holdings (IESC) stake by 1.9% in Q2 2026, selling an estimated $44.6K and leaving 7,110 shares worth $2.61M. The position accounts for 0.13% of the portfolio, ranked #192.

PFG Advisors first reported a position in IESC in Q1 2024 and has held it in 10 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • PFG Advisors held 7,110 shares of IES Holdings worth $2.61M as of Q2 2026.
  • PFG Advisors sold 138 IES Holdings shares in Q2 2026, an estimated $44.6K.
  • IES Holdings made up 0.13% of PFG Advisors's portfolio in Q2 2026, its #192 holding.
  • PFG Advisors first reported a position in IES Holdings in Q1 2024 and has held it in 10 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.