Atom Investors’s IES Holdings IESC Stock Holding History

Atom Investors’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	–	Sell	-4,944	Closed	-$962K	–	745
2025 Q4	$962K	Buy	4,944 +3,920	+383%	+$788K	0.08%	299
2025 Q3	$204K	Buy	+1,024	New	+$176K	0.02%	511

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

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

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

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

Atom Investors's IESC Position: Q1 2026 in Review

Atom Investors sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 4,944 shares — an estimated $962K sold.

Atom Investors first reported a position in IESC in Q3 2025 and held it in 2 quarters. The position peaked at $962K in Q4 2025. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Atom Investors reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 4,944 IES Holdings shares in Q1 2026, an estimated $962K.
Atom Investors first reported a position in IES Holdings in Q3 2025 and held it in 2 quarters.
Atom Investors's IES Holdings position peaked at $962K in Q4 2025.
351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.