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IESC icon

Sunbelt Securities’s IES Holdings IESC Stock Holding History

Sunbelt Securities’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 		$953 Hold
4
– – ﹤0.01% 2112
2025
Q4 		$778 Hold
4
– – ﹤0.01% 2132
2025
Q3 		$795 Sell
4
-786
-99% -$135K ﹤0.01% 2108
2025
Q2 		$79.4K Buy
+790
New +$93.1K 0.01% 827
2025
Q1 		– Sell
-790
Closed -$80.3K – 1849
2024
Q4 		$80.3K Hold
790
– – 0.01% 823
2024
Q3 		$78.8K Hold
790
– – 0.01% 828
2024
Q2 		$55K Hold
790
– – 0.01% 880
2024
Q1 		$48K Buy
+790
New +$37.9K 0.01% 881

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's IESC Position: Q1 2026 in Review

Sunbelt Securities held its IES Holdings (IESC) position steady in Q1 2026 at 4 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Sunbelt Securities first reported a position in IESC in Q1 2024 and has held it in 8 quarters since. The position peaked at $80.3K in Q4 2024. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Sunbelt Securities held 4 shares of IES Holdings worth $953 as of Q1 2026.
  • Sunbelt Securities left its IES Holdings share count unchanged in Q1 2026.
  • IES Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2112 holding.
  • Sunbelt Securities first reported a position in IES Holdings in Q1 2024 and has held it in 8 quarters since.
  • Sunbelt Securities's IES Holdings position peaked at $80.3K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.