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Smartleaf Asset Management’s IES Holdings IESC Stock Holding History

Smartleaf Asset 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
Q2 		$202K Hold
560
– – 0.01% 818
2026
Q1 		$124K Hold
560
– – ﹤0.01% 1006
2025
Q4 		$110K Buy
560
+548
+4,567% +$110K ﹤0.01% 1133
2025
Q3 		$2.35K Buy
+12
New +$2.06K ﹤0.01% 2575
2025
Q2 		– Sell
-92
Closed -$7.67K – 2843
2025
Q1 		$7.67K Hold
92
– – ﹤0.01% 2029
2024
Q4 		$9.36K Hold
92
– – ﹤0.01% 2018
2024
Q3 		$9.19K Hold
92
– – ﹤0.01% 1802
2024
Q2 		$6.32K Buy
+92
New +$6.47K ﹤0.01% 1679

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

Smartleaf Asset Management's IESC Position: Q2 2026 in Review

Smartleaf Asset Management held its IES Holdings (IESC) position steady in Q2 2026 at 560 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #818.

Smartleaf Asset Management first reported a position in IESC in Q2 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Smartleaf Asset Management held 560 shares of IES Holdings worth $202K as of Q2 2026.
  • Smartleaf Asset Management left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #818 holding.
  • Smartleaf Asset Management first reported a position in IES Holdings in Q2 2024 and has held it in 8 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.