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BOLTON SECURITIES CORPORATION’s IES Holdings IESC Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$11K Buy
+46
New +$10.5K ﹤0.01% 1599
2025
Q3 		$9.15K Buy
+46
New +$7.92K ﹤0.01% 1571
2025
Q1 		$4.13K Buy
+50
New +$5.21K ﹤0.01% 1617

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $551B AUM 33.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pertento Partners
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IESC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in IES Holdings (IESC) in Q1 2026: 46 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IESC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IESC in Q1 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 46 shares of IES Holdings worth $11K as of Q1 2026.
  • IES Holdings was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • IES Holdings made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1599 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in IES Holdings in Q1 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.