WFA of San Diego’s IES Holdings IESC Stock Holding History

WFA of San Diego’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	–	Sell	-8	Closed	-$1.91K	–	219
2026 Q1	$1.91K	Buy	+8	New	+$1.83K	﹤0.01%	360

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WFA of San Diego's IESC Position: Q2 2026 in Review

WFA of San Diego sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 8 shares — an estimated $1.91K sold.

WFA of San Diego first reported a position in IESC in Q1 2026 and held it in 1 quarter. The position peaked at $1.91K in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

WFA of San Diego reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 8 IES Holdings shares in Q2 2026, an estimated $1.91K.
WFA of San Diego first reported a position in IES Holdings in Q1 2026 and held it in 1 quarter.
WFA of San Diego's IES Holdings position peaked at $1.91K in Q1 2026.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.