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Westfuller Advisors’s IES Holdings IESC Stock Holding History

Westfuller 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 		$2.53K Hold
6
– – ﹤0.01% 647
2026
Q1 		$1.64K Sell
6
-4
-40% -$917 ﹤0.01% 658
2025
Q4 		$1.83K Hold
10
– – ﹤0.01% 667
2025
Q3 		$1.87K Buy
+10
New +$1.72K ﹤0.01% 653

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

Westfuller Advisors's IESC Position: Q2 2026 in Review

Westfuller Advisors held its IES Holdings (IESC) position steady in Q2 2026 at 6 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Westfuller Advisors first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Westfuller Advisors held 6 shares of IES Holdings worth $2.53K as of Q2 2026.
  • Westfuller Advisors left its IES Holdings share count unchanged in Q2 2026.
  • IES Holdings made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #647 holding.
  • Westfuller Advisors first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.