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TFC Financial Management’s IES Holdings IESC Stock Holding History

TFC Financial 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
Q2 		$735 Hold
2
– – ﹤0.01% 688
2026
Q1 		$477 Hold
2
– – ﹤0.01% 724
2025
Q4 		$390 Hold
2
– – ﹤0.01% 724
2025
Q3 		$398 Hold
2
– – ﹤0.01% 744
2025
Q2 		$297 Hold
2
– – ﹤0.01% 735
2025
Q1 		$166 Hold
2
– – ﹤0.01% 750
2024
Q4 		$201 Hold
2
– – ﹤0.01% 732
2024
Q3 		$200 Hold
2
– – ﹤0.01% 747
2024
Q2 		$140 Hold
2
– – ﹤0.01% 764
2024
Q1 		$122 Buy
+2
New +$96 ﹤0.01% 802

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

TFC Financial Management's IESC Position: Q2 2026 in Review

TFC Financial Management held its IES Holdings (IESC) position steady in Q2 2026 at 2 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #688.

TFC Financial Management first reported a position in IESC in Q1 2024 and has held it in 10 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • TFC Financial Management held 2 shares of IES Holdings worth $735 as of Q2 2026.
  • TFC Financial Management left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #688 holding.
  • TFC Financial Management first reported a position in IES Holdings in Q1 2024 and has held it in 10 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.