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True Wealth Design’s IES Holdings IESC Stock Holding History

True Wealth Design’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 		$43.3K Sell
118
-4
-3% -$1.29K 0.01% 551
2026
Q1 		$29.1K Hold
122
– – 0.01% 569
2025
Q4 		$23.7K Hold
122
– – 0.01% 552
2025
Q3 		$24.3K Hold
122
– – 0.01% 541
2025
Q2 		$18.1K Buy
122
+76
+165% +$8.96K 0.01% 406
2025
Q1 		$3.8K Buy
46
+36
+360% +$3.75K ﹤0.01% 771
2024
Q4 		$1K Buy
10
+6
+150% +$721 ﹤0.01% 942
2024
Q3 		$400 Buy
+4
New +$324 ﹤0.01% 1130

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

True Wealth Design's IESC Position: Q2 2026 in Review

True Wealth Design reduced its IES Holdings (IESC) stake by 3.3% in Q2 2026, selling an estimated $1.29K and leaving 118 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #551.

True Wealth Design first reported a position in IESC in Q3 2024 and has held it in 8 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • True Wealth Design held 118 shares of IES Holdings worth $43.3K as of Q2 2026.
  • True Wealth Design sold 4 IES Holdings shares in Q2 2026, an estimated $1.29K.
  • IES Holdings made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #551 holding.
  • True Wealth Design first reported a position in IES Holdings in Q3 2024 and has held it in 8 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.