STA
IESC icon

Summit Trail Advisors’s IES Holdings IESC Stock Holding History

Summit Trail Advisors’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 		$817K Sell
2,224
-544
-20% -$176K 0.01% 1064
2026
Q1 		$659K Buy
2,768
+4
+0.1% +$917 0.01% 1081
2025
Q4 		$538K Buy
2,764
+34
+1% +$6.83K 0.01% 1048
2025
Q3 		$543K Buy
2,730
+170
+7% +$29.3K 0.01% 1055
2025
Q2 		$379K Sell
2,560
-116
-4% -$13.7K 0.01% 831
2025
Q1 		$221K Buy
2,676
+190
+8% +$19.8K 0.01% 365
2024
Q4 		$250K Buy
2,486
+64
+3% +$7.69K 0.01% 327
2024
Q3 		$242K Buy
+2,422
New +$196K 0.01% 614
2018
Q1 		– Sell
-30
Closed – – 1014
2017
Q4 		$0 Buy
+30
New +$271 ﹤0.01% 2029

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

Summit Trail Advisors's IESC Position: Q2 2026 in Review

Summit Trail Advisors reduced its IES Holdings (IESC) stake by 20% in Q2 2026, selling an estimated $176K and leaving 2,224 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #1064.

Summit Trail Advisors first reported a position in IESC in Q4 2017 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Summit Trail Advisors held 2,224 shares of IES Holdings worth $817K as of Q2 2026.
  • Summit Trail Advisors sold 544 IES Holdings shares in Q2 2026, an estimated $176K.
  • IES Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1064 holding.
  • Summit Trail Advisors first reported a position in IES Holdings in Q4 2017 and has held it in 9 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.