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Spire Wealth Management’s IES Holdings IESC Stock Holding History

Spire 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
Q2 		$41.1K Sell
112
-2
-2% -$646 ﹤0.01% 1228
2026
Q1 		$27.2K Buy
+114
New +$26.1K ﹤0.01% 1330
2025
Q4 		– Sell
-200
Closed -$39.8K – 2403
2025
Q3 		$39.8K Buy
+200
New +$34.4K ﹤0.01% 1309
2025
Q2 		– Sell
-296
Closed -$24.4K – 2467
2025
Q1 		$24.4K Buy
+296
New +$30.9K ﹤0.01% 1539
2024
Q2 		– Sell
-160
Closed -$9.73K – 2302
2024
Q1 		$9.73K Buy
+160
New +$7.67K ﹤0.01% 1718

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

Spire Wealth Management's IESC Position: Q2 2026 in Review

Spire Wealth Management reduced its IES Holdings (IESC) stake by 1.8% in Q2 2026, selling an estimated $646 and leaving 112 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Spire Wealth Management first reported a position in IESC in Q1 2024 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Spire Wealth Management held 112 shares of IES Holdings worth $41.1K as of Q2 2026.
  • Spire Wealth Management sold 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1228 holding.
  • Spire Wealth Management first reported a position in IES Holdings in Q1 2024 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.