X
IESC icon

Xponance’s IES Holdings IESC Stock Holding History

Xponance’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
3,732
+2,034
+120% +$657K 0.01% 680
2026
Q1 		$405K Buy
1,698
+266
+19% +$61K ﹤0.01% 1105
2025
Q4 		$279K Sell
1,432
-12
-0.8% -$2.41K ﹤0.01% 1224
2025
Q3 		$287K Buy
1,444
+14
+1% +$2.41K ﹤0.01% 1185
2025
Q2 		$212K Buy
+1,430
New +$169K ﹤0.01% 1303

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

Xponance's IESC Position: Q2 2026 in Review

Xponance increased its IES Holdings (IESC) stake by 120% in Q2 2026, buying an estimated $657K and bringing the position to 3,732 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #680.

Xponance first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Xponance held 3,732 shares of IES Holdings worth $1.37M as of Q2 2026.
  • Xponance bought 2,034 IES Holdings shares in Q2 2026, an estimated $657K.
  • IES Holdings made up 0.01% of Xponance's portfolio in Q2 2026, its #680 holding.
  • Xponance first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.