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Stirlingshire Investments’s IES Holdings IESC Stock Holding History

Stirlingshire Investments’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 		$548K Buy
1,490
+306
+26% +$98.8K 0.41% 71
2026
Q1 		$282K Buy
1,184
+12
+1% +$2.75K 0.25% 127
2025
Q4 		$228K Buy
+1,172
New +$236K 0.2% 165

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 $3.38T AUM 44.17% 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

Stirlingshire Investments's IESC Position: Q2 2026 in Review

Stirlingshire Investments increased its IES Holdings (IESC) stake by 26% in Q2 2026, buying an estimated $98.8K and bringing the position to 1,490 shares worth $548K. The position accounts for 0.41% of the portfolio, ranked #71.

Stirlingshire Investments first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Stirlingshire Investments held 1,490 shares of IES Holdings worth $548K as of Q2 2026.
  • Stirlingshire Investments bought 306 IES Holdings shares in Q2 2026, an estimated $98.8K.
  • IES Holdings made up 0.41% of Stirlingshire Investments's portfolio in Q2 2026, its #71 holding.
  • Stirlingshire Investments first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.