SHP Wealth Management’s IES Holdings IESC Stock Holding History

SHP 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	$1.91K	Hold	4	–	–	﹤0.01%	1289
2025 Q4	$1.56K	Buy	+4	New	+$1.61K	﹤0.01%	1179

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's IESC Position: Q1 2026 in Review

SHP Wealth Management held its IES Holdings (IESC) position steady in Q1 2026 at 4 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

SHP Wealth Management first reported a position in IESC in Q4 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

SHP Wealth Management held 4 shares of IES Holdings worth $1.91K as of Q1 2026.
SHP Wealth Management left its IES Holdings share count unchanged in Q1 2026.
IES Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1289 holding.
SHP Wealth Management first reported a position in IES Holdings in Q4 2025 and has held it in 2 quarters since.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.