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Steward Partners Investment Advisory’s IES Holdings IESC Stock Holding History

Steward Partners Investment Advisory’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 		$757K Buy
2,060
+1,766
+601% +$570K ﹤0.01% 1459
2026
Q1 		$70K Buy
294
+98
+50% +$22.5K ﹤0.01% 2597
2025
Q4 		$38.1K Buy
196
+154
+367% +$30.9K ﹤0.01% 2812
2025
Q3 		$8.35K Buy
+42
New +$7.23K ﹤0.01% 3474
2025
Q2 		– Sell
-400
Closed -$33K – 4189
2025
Q1 		$33K Sell
400
-360
-47% -$37.5K ﹤0.01% 2586
2024
Q4 		$76.4K Sell
760
-240
-24% -$28.9K ﹤0.01% 2115
2024
Q3 		$99.8K Sell
1,000
-86
-8% -$6.97K ﹤0.01% 1874
2024
Q2 		$75.7K Sell
1,086
-48
-4% -$3.37K ﹤0.01% 1910
2024
Q1 		$69K Buy
1,134
+1,000
+746% +$47.9K ﹤0.01% 1951
2023
Q4 		$5.31K Buy
134
+8
+6% +$279 ﹤0.01% 2938
2023
Q3 		$4.15K Buy
+126
New +$4.1K ﹤0.01% 2885

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

Steward Partners Investment Advisory's IESC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its IES Holdings (IESC) stake by 601% in Q2 2026, buying an estimated $570K and bringing the position to 2,060 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Steward Partners Investment Advisory first reported a position in IESC in Q3 2023 and has held it in 11 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Steward Partners Investment Advisory held 2,060 shares of IES Holdings worth $757K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,766 IES Holdings shares in Q2 2026, an estimated $570K.
  • IES Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1459 holding.
  • Steward Partners Investment Advisory first reported a position in IES Holdings in Q3 2023 and has held it in 11 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.