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Sheets Smith Wealth Management’s IES Holdings IESC Stock Holding History

Sheets Smith 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
Q1 		– Sell
-1,390
Closed -$270K – 400
2025
Q4 		$270K Buy
+1,390
New +$279K 0.03% 364

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's IESC Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 1,390 shares — an estimated $270K sold.

Sheets Smith Wealth Management first reported a position in IESC in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 349 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,390 IES Holdings shares in Q1 2026, an estimated $270K.
  • Sheets Smith Wealth Management first reported a position in IES Holdings in Q4 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's IES Holdings position peaked at $270K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.