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Sun Group Wealth Partners’s IES Holdings IESC Stock Holding History

Sun Group 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 		$213K Buy
+580
New +$187K 0.15% 79

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

Sun Group Wealth Partners's IESC Position: Q2 2026 in Review

Sun Group Wealth Partners opened a new position in IES Holdings (IESC) in Q2 2026: 580 shares worth $213K. The stake represents 0.15% of the portfolio and ranks #79 among its holdings.

412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Sun Group Wealth Partners held 580 shares of IES Holdings worth $213K as of Q2 2026.
  • IES Holdings was a new Sun Group Wealth Partners position in Q2 2026.
  • IES Holdings made up 0.15% of Sun Group Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.