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Raffa Wealth Management’s IES Holdings IESC Stock Holding History

Raffa 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
2026
Q2 		$735 Buy
+1
New +$646 ﹤0.01% 1111

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raffa Wealth Management's IESC Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in IES Holdings (IESC) in Q2 2026: 1 share worth $735. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings.

380 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Raffa Wealth Management held 1 share of IES Holdings worth $735 as of Q2 2026.
  • IES Holdings was a new Raffa Wealth Management position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1111 holding.
  • 380 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.