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Rothschild Investment LLC’s IES Holdings IESC Stock Holding History

Rothschild Investment LLC’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 		$22K Sell
60
-10
-14% -$3.23K ﹤0.01% 1521
2026
Q1 		$16.7K Buy
70
+6
+9% +$1.38K ﹤0.01% 1490
2025
Q4 		$12.4K Buy
64
+2
+3% +$402 ﹤0.01% 1497
2025
Q3 		$12.3K Sell
62
-10
-14% -$1.72K ﹤0.01% 1368
2025
Q2 		$10.7K Hold
72
– – ﹤0.01% 1200
2025
Q1 		$5.94K Buy
72
+56
+350% +$5.84K ﹤0.01% 1358
2024
Q4 		$1.61K Buy
16
+2
+14% +$240 ﹤0.01% 1936
2024
Q3 		$1.4K Buy
14
+8
+133% +$649 ﹤0.01% 1928
2024
Q2 		$418 Buy
+6
New +$422 ﹤0.01% 2130

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's IESC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its IES Holdings (IESC) stake by 14% in Q2 2026, selling an estimated $3.23K and leaving 60 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Rothschild Investment LLC first reported a position in IESC in Q2 2024 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Rothschild Investment LLC held 60 shares of IES Holdings worth $22K as of Q2 2026.
  • Rothschild Investment LLC sold 10 IES Holdings shares in Q2 2026, an estimated $3.23K.
  • IES Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1521 holding.
  • Rothschild Investment LLC first reported a position in IES Holdings in Q2 2024 and has held it in 9 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.