Portus Wealth Advisors’s IES Holdings IESC Stock Holding History

Portus 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 Q2	–	Sell	-4	Closed	-$953	–	272
2026 Q1	$953	Buy	+4	New	+$917	﹤0.01%	407

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Portus Wealth Advisors's IESC Position: Q2 2026 in Review

Portus Wealth Advisors sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 4 shares — an estimated $953 sold.

Portus Wealth Advisors first reported a position in IESC in Q1 2026 and held it in 1 quarter. The position peaked at $953 in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Portus Wealth Advisors reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 4 IES Holdings shares in Q2 2026, an estimated $953.
Portus Wealth Advisors first reported a position in IES Holdings in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's IES Holdings position peaked at $953 in Q1 2026.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.