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State of Wyoming’s IES Holdings IESC Stock Holding History

State of Wyoming’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 		$8.44M Sell
17,722
-5,540
-24% -$2.54M 1% 6
2025
Q4 		$9.05M Buy
23,262
+197
+0.9% +$79.2K 0.99% 6
2025
Q3 		$9.17M Sell
23,065
-3,732
-14% -$1.28M 1.05% 7
2025
Q2 		$7.94M Sell
26,797
-15,143
-36% -$3.57M 0.97% 6
2025
Q1 		$6.92M Buy
41,940
+9,396
+29% +$1.96M 0.92% 8
2024
Q4 		$6.54M Sell
32,544
-17,500
-35% -$4.21M 0.83% 10
2024
Q3 		$9.99M Sell
50,044
-14,574
-23% -$2.36M 1.43% 4
2024
Q2 		$9M Sell
64,618
-21,066
-25% -$2.96M 1.48% 5
2024
Q1 		$10.4M Buy
85,684
+1,023
+1% +$98.1K 1.74% 4
2023
Q4 		$6.71M Sell
84,661
-6,265
-7% -$437K 1.25% 5
2023
Q3 		$5.99M Buy
90,926
+15,690
+21% +$1.02M 1.29% 5
2023
Q2 		$4.28M Buy
75,236
+15,288
+26% +$731K 1.25% 5
2023
Q1 		$2.58M Sell
59,948
-9,447
-14% -$388K 0.83% 5
2022
Q4 		$2.47M Buy
69,395
+2,121
+3% +$68.8K 0.82% 5
2022
Q3 		$1.86M Buy
67,274
+14,583
+28% +$450K 0.92% 5
2022
Q2 		$1.59M Buy
+52,691
New +$1.69M 0.98% 4

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of Wyoming's IESC Position: Q1 2026 in Review

State of Wyoming reduced its IES Holdings (IESC) stake by 24% in Q1 2026, selling an estimated $2.54M and leaving 17,722 shares worth $8.44M. The position accounts for 1% of the portfolio, ranked #6.

State of Wyoming first reported a position in IESC in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.4M in Q1 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • State of Wyoming held 17,722 shares of IES Holdings worth $8.44M as of Q1 2026.
  • State of Wyoming sold 5,540 IES Holdings shares in Q1 2026, an estimated $2.54M.
  • IES Holdings made up 1% of State of Wyoming's portfolio in Q1 2026, its #6 holding.
  • State of Wyoming first reported a position in IES Holdings in Q2 2022 and has held it in 16 quarters since.
  • State of Wyoming's IES Holdings position peaked at $10.4M in Q1 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.