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Souders Financial Advisors’s IES Holdings IESC Stock Holding History

Souders Financial 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 		$654K Sell
1,780
-232
-12% -$74.9K 0.07% 127
2026
Q1 		$479K Buy
2,012
+44
+2% +$10.1K 0.05% 144
2025
Q4 		$383K Buy
1,968
+28
+1% +$5.63K 0.04% 160
2025
Q3 		$386K Sell
1,940
-338
-15% -$58.2K 0.05% 151
2025
Q2 		$337K Buy
+2,278
New +$268K 0.04% 156
2025
Q1 		– Sell
-2,302
Closed -$231K – 188
2024
Q4 		$231K Sell
2,302
-116
-5% -$13.9K 0.03% 166
2024
Q3 		$241K Buy
+2,418
New +$196K 0.03% 159

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

Souders Financial Advisors's IESC Position: Q2 2026 in Review

Souders Financial Advisors reduced its IES Holdings (IESC) stake by 12% in Q2 2026, selling an estimated $74.9K and leaving 1,780 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #127.

Souders Financial Advisors first reported a position in IESC in Q3 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Souders Financial Advisors held 1,780 shares of IES Holdings worth $654K as of Q2 2026.
  • Souders Financial Advisors sold 232 IES Holdings shares in Q2 2026, an estimated $74.9K.
  • IES Holdings made up 0.07% of Souders Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Souders Financial Advisors first reported a position in IES Holdings in Q3 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.