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United Capital Financial Advisors’s IES Holdings IESC Stock Holding History

United Capital Financial Advisors’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 		$767K Buy
2,088
+252
+14% +$81.4K ﹤0.01% 919
2026
Q1 		$437K Buy
+1,836
New +$421K ﹤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

United Capital Financial Advisors's IESC Position: Q2 2026 in Review

United Capital Financial Advisors increased its IES Holdings (IESC) stake by 14% in Q2 2026, buying an estimated $81.4K and bringing the position to 2,088 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

United Capital Financial Advisors first reported a position in IESC in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • United Capital Financial Advisors held 2,088 shares of IES Holdings worth $767K as of Q2 2026.
  • United Capital Financial Advisors bought 252 IES Holdings shares in Q2 2026, an estimated $81.4K.
  • IES Holdings made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #919 holding.
  • United Capital Financial Advisors first reported a position in IES Holdings in Q1 2026 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.