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VestGen Advisors’s IES Holdings IESC Stock Holding History

VestGen 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 		$1.37M Buy
3,736
+80
+2% +$25.8K 0.04% 381
2026
Q1 		$1.25M Buy
3,656
+64
+2% +$14.7K 0.03% 402
2025
Q4 		$699K Buy
3,592
+162
+5% +$32.6K 0.03% 423
2025
Q3 		$682K Buy
+3,430
New +$590K 0.02% 429

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

VestGen Advisors's IESC Position: Q2 2026 in Review

VestGen Advisors increased its IES Holdings (IESC) stake by 2.2% in Q2 2026, buying an estimated $25.8K and bringing the position to 3,736 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #381.

VestGen Advisors first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • VestGen Advisors held 3,736 shares of IES Holdings worth $1.37M as of Q2 2026.
  • VestGen Advisors bought 80 IES Holdings shares in Q2 2026, an estimated $25.8K.
  • IES Holdings made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #381 holding.
  • VestGen Advisors first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.