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Axxcess Wealth Management’s IES Holdings IESC Stock Holding History

Axxcess Wealth Management’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
2025
Q1 		– Sell
-4,020
Closed -$808K – 897
2024
Q4 		$808K Buy
4,020
+238
+6% +$57.2K 0.02% 445
2024
Q3 		$755K Buy
+3,782
New +$613K 0.02% 457

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Axxcess Wealth Management's IESC Position: Q1 2025 in Review

Axxcess Wealth Management sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 4,020 shares — an estimated $808K sold.

Axxcess Wealth Management first reported a position in IESC in Q3 2024 and held it in 2 quarters. The position peaked at $808K in Q4 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Axxcess Wealth Management reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,020 IES Holdings shares in Q1 2025, an estimated $808K.
  • Axxcess Wealth Management first reported a position in IES Holdings in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's IES Holdings position peaked at $808K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.