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Truvestments Capital’s IES Holdings IESC Stock Holding History

Truvestments Capital’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 		$5.7M Buy
15,518
+336
+2% +$108K 0.85% 24
2026
Q1 		$3.62M Sell
15,182
-130
-0.8% -$29.8K 0.65% 34
2025
Q4 		$2.98M Buy
15,312
+954
+7% +$192K 0.54% 58
2025
Q3 		$2.85M Sell
14,358
-1,726
-11% -$297K 0.52% 60
2025
Q2 		$2.38M Buy
16,084
+904
+6% +$107K 0.48% 64
2025
Q1 		$1.25M Buy
15,180
+3,204
+27% +$334K 0.27% 79
2024
Q4 		$1.2M Buy
11,976
+1,404
+13% +$169K 0.31% 72
2024
Q3 		$1.06M Buy
10,572
+882
+9% +$71.5K 0.28% 75
2024
Q2 		$675K Buy
9,690
+1,492
+18% +$105K 0.27% 90
2024
Q1 		$499K Buy
+8,198
New +$393K 0.19% 111

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

Truvestments Capital's IESC Position: Q2 2026 in Review

Truvestments Capital increased its IES Holdings (IESC) stake by 2.2% in Q2 2026, buying an estimated $108K and bringing the position to 15,518 shares worth $5.7M. The position accounts for 0.85% of the portfolio, ranked #24.

Truvestments Capital 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.

  • Truvestments Capital held 15,518 shares of IES Holdings worth $5.7M as of Q2 2026.
  • Truvestments Capital bought 336 IES Holdings shares in Q2 2026, an estimated $108K.
  • IES Holdings made up 0.85% of Truvestments Capital's portfolio in Q2 2026, its #24 holding.
  • Truvestments Capital 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 Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.