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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
Q1 		$1.07M Sell
2,240
-1,475
-40% -$676K 0.07% 141
2025
Q4 		$1.45M Hold
3,715
– – 0.1% 127
2025
Q3 		$1.48M Hold
3,715
– – 0.11% 132
2025
Q2 		$1.1M Buy
+3,715
New +$876K 0.09% 149

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

Strategic Wealth Partners's IESC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its IES Holdings (IESC) stake by 40% in Q1 2026, selling an estimated $676K and leaving 2,240 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #141.

Strategic Wealth Partners first reported a position in IESC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q3 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Strategic Wealth Partners held 2,240 shares of IES Holdings worth $1.07M as of Q1 2026.
  • Strategic Wealth Partners sold 1,475 IES Holdings shares in Q1 2026, an estimated $676K.
  • IES Holdings made up 0.07% of Strategic Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Strategic Wealth Partners first reported a position in IES Holdings in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's IES Holdings position peaked at $1.48M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.