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Strategic Wealth Partners’s IES Holdings IESC Stock Holding History

Strategic Wealth Partners’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 		$1.63M Sell
4,450
-30
-0.7% -$9.69K 0.1% 120
2026
Q1 		$1.07M Sell
4,480
-2,950
-40% -$676K 0.07% 141
2025
Q4 		$1.45M Hold
7,430
– – 0.1% 127
2025
Q3 		$1.48M Hold
7,430
– – 0.11% 132
2025
Q2 		$1.1M Buy
+7,430
New +$876K 0.09% 149

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

Strategic Wealth Partners's IESC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its IES Holdings (IESC) stake by 0.67% in Q2 2026, selling an estimated $9.69K and leaving 4,450 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #120.

Strategic Wealth Partners first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Strategic Wealth Partners held 4,450 shares of IES Holdings worth $1.63M as of Q2 2026.
  • Strategic Wealth Partners sold 30 IES Holdings shares in Q2 2026, an estimated $9.69K.
  • IES Holdings made up 0.1% of Strategic Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Strategic Wealth Partners first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.