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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
Q1 		$659K Buy
1,384
+2
+0.1% +$917 0.01% 1081
2025
Q4 		$538K Buy
1,382
+17
+1% +$6.83K 0.01% 1048
2025
Q3 		$543K Buy
1,365
+85
+7% +$29.3K 0.01% 1055
2025
Q2 		$379K Sell
1,280
-58
-4% -$13.7K 0.01% 831
2025
Q1 		$221K Buy
1,338
+95
+8% +$19.8K 0.01% 365
2024
Q4 		$250K Buy
1,243
+32
+3% +$7.69K 0.01% 327
2024
Q3 		$242K Buy
+1,211
New +$196K 0.01% 614
2018
Q1 		– Sell
-15
Closed – – 1014
2017
Q4 		$0 Buy
+15
New +$271 ﹤0.01% 2029

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

Summit Trail Advisors's IESC Position: Q1 2026 in Review

Summit Trail Advisors increased its IES Holdings (IESC) stake by 0.14% in Q1 2026, buying an estimated $917 and bringing the position to 1,384 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #1081.

Summit Trail Advisors first reported a position in IESC in Q4 2017 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Summit Trail Advisors held 1,384 shares of IES Holdings worth $659K as of Q1 2026.
  • Summit Trail Advisors bought 2 IES Holdings shares in Q1 2026, an estimated $917.
  • IES Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1081 holding.
  • Summit Trail Advisors first reported a position in IES Holdings in Q4 2017 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.