SA
IESC icon

Sanctuary Advisors’s IES Holdings IESC Stock Holding History

Sanctuary 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 		$942K Sell
2,566
-124
-5% -$40K ﹤0.01% 1493
2026
Q1 		$641K Buy
2,690
+880
+49% +$202K ﹤0.01% 1611
2025
Q4 		$352K Buy
1,810
+510
+39% +$102K ﹤0.01% 1922
2025
Q3 		$259K Buy
+1,300
New +$224K ﹤0.01% 2091

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

Sanctuary Advisors's IESC Position: Q2 2026 in Review

Sanctuary Advisors reduced its IES Holdings (IESC) stake by 4.6% in Q2 2026, selling an estimated $40K and leaving 2,566 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Sanctuary Advisors first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Sanctuary Advisors held 2,566 shares of IES Holdings worth $942K as of Q2 2026.
  • Sanctuary Advisors sold 124 IES Holdings shares in Q2 2026, an estimated $40K.
  • IES Holdings made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1493 holding.
  • Sanctuary Advisors first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.