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Tidal Investments’s IES Holdings IESC Stock Holding History

Tidal Investments’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 		$9.2M Sell
25,052
-3,196
-11% -$1.03M 0.02% 723
2026
Q1 		$6.73M Buy
28,248
+7,854
+39% +$1.8M 0.01% 707
2025
Q4 		$3.97M Buy
20,394
+14,756
+262% +$2.97M 0.01% 727
2025
Q3 		$1.12M Buy
5,638
+2,824
+100% +$486K ﹤0.01% 1161
2025
Q2 		$417K Sell
2,814
-1,840
-40% -$217K ﹤0.01% 1522
2025
Q1 		$384K Buy
4,654
+440
+10% +$45.9K ﹤0.01% 1450
2024
Q4 		$423K Buy
4,214
+886
+27% +$107K ﹤0.01% 1461
2024
Q3 		$332K Buy
+3,328
New +$270K ﹤0.01% 1559

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

Tidal Investments's IESC Position: Q2 2026 in Review

Tidal Investments reduced its IES Holdings (IESC) stake by 11% in Q2 2026, selling an estimated $1.03M and leaving 25,052 shares worth $9.2M. The position accounts for 0.02% of the portfolio, ranked #723.

Tidal Investments first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Tidal Investments held 25,052 shares of IES Holdings worth $9.2M as of Q2 2026.
  • Tidal Investments sold 3,196 IES Holdings shares in Q2 2026, an estimated $1.03M.
  • IES Holdings made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #723 holding.
  • Tidal Investments first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.