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Marathon Wealth Advisors LLC’s IES Holdings IESC Stock Holding History

Marathon Wealth Advisors 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 		$1.25M Sell
3,394
-40
-1% -$12.9K 0.43% 52
2026
Q1 		$818K Sell
3,434
-40
-1% -$9.17K 0.34% 57
2025
Q4 		$676K Buy
+3,474
New +$698K 0.27% 61

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

Marathon Wealth Advisors LLC's IESC Position: Q2 2026 in Review

Marathon Wealth Advisors LLC reduced its IES Holdings (IESC) stake by 1.2% in Q2 2026, selling an estimated $12.9K and leaving 3,394 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #52.

Marathon Wealth Advisors LLC first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Marathon Wealth Advisors LLC held 3,394 shares of IES Holdings worth $1.25M as of Q2 2026.
  • Marathon Wealth Advisors LLC sold 40 IES Holdings shares in Q2 2026, an estimated $12.9K.
  • IES Holdings made up 0.43% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #52 holding.
  • Marathon Wealth Advisors LLC first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.