XF
IESC icon

XML Financial’s IES Holdings IESC Stock Holding History

XML Financial’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 		$721K Buy
1,962
+100
+5% +$32.3K 0.05% 237
2026
Q1 		$444K Buy
1,862
+160
+9% +$36.7K 0.04% 284
2025
Q4 		$331K Buy
1,702
+602
+55% +$121K 0.03% 319
2025
Q3 		$219K Buy
+1,100
New +$189K 0.02% 361

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

XML Financial's IESC Position: Q2 2026 in Review

XML Financial increased its IES Holdings (IESC) stake by 5.4% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,962 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #237.

XML Financial 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.

  • XML Financial held 1,962 shares of IES Holdings worth $721K as of Q2 2026.
  • XML Financial bought 100 IES Holdings shares in Q2 2026, an estimated $32.3K.
  • IES Holdings made up 0.05% of XML Financial's portfolio in Q2 2026, its #237 holding.
  • XML Financial 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 XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.