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Ritholtz Wealth Management’s IES Holdings IESC Stock Holding History

Ritholtz 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 		$1.21M Sell
3,298
-240
-7% -$77.5K 0.02% 564
2026
Q1 		$843K Buy
3,538
+170
+5% +$39K 0.01% 600
2025
Q4 		$655K Sell
3,368
-20
-0.6% -$4.02K 0.01% 635
2025
Q3 		$674K Sell
3,388
-40
-1% -$6.88K 0.01% 597
2025
Q2 		$508K Sell
3,428
-852
-20% -$100K 0.01% 635
2025
Q1 		$353K Sell
4,280
-2,232
-34% -$233K 0.01% 696
2024
Q4 		$654K Sell
6,512
-162
-2% -$19.5K 0.02% 484
2024
Q3 		$666K Buy
6,674
+394
+6% +$31.9K 0.02% 482
2024
Q2 		$437K Buy
6,280
+648
+12% +$45.6K 0.01% 562
2024
Q1 		$343K Buy
+5,632
New +$270K 0.01% 603
2022
Q1 		– Sell
-8,028
Closed -$203K – 581
2021
Q4 		$203K Buy
+8,028
New +$201K 0.01% 505
2021
Q3 		– Sell
-9,194
Closed -$236K – 555
2021
Q2 		$236K Sell
9,194
-1,230
-12% -$31.9K 0.02% 418
2021
Q1 		$263K Sell
10,424
-2,032
-16% -$48.9K 0.02% 344
2020
Q4 		$287K Sell
12,456
-566
-4% -$11.1K 0.03% 265
2020
Q3 		$207K Buy
+13,022
New +$178K 0.02% 263

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

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

Ritholtz Wealth Management reduced its IES Holdings (IESC) stake by 6.8% in Q2 2026, selling an estimated $77.5K and leaving 3,298 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #564.

Ritholtz Wealth Management first reported a position in IESC in Q3 2020 and has held it in 15 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Ritholtz Wealth Management held 3,298 shares of IES Holdings worth $1.21M as of Q2 2026.
  • Ritholtz Wealth Management sold 240 IES Holdings shares in Q2 2026, an estimated $77.5K.
  • IES Holdings made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Ritholtz Wealth Management first reported a position in IES Holdings in Q3 2020 and has held it in 15 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.