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TCFG Wealth Management’s IES Holdings IESC Stock Holding History

TCFG Wealth Management’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 		$284K Buy
+1,190
New +$273K 0.11% 201

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

TCFG Wealth Management's IESC Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in IES Holdings (IESC) in Q1 2026: 1,190 shares worth $284K. The stake represents 0.11% of the portfolio and ranks #201 among its holdings.

348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • TCFG Wealth Management held 1,190 shares of IES Holdings worth $284K as of Q1 2026.
  • IES Holdings was a new TCFG Wealth Management position in Q1 2026.
  • IES Holdings made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #201 holding.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.