Benjamin Edwards Inc’s IES Holdings IESC Stock Holding History

Benjamin Edwards Inc’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	-1,181	Closed	-$237K	–	1120
2024 Q4	$237K	Buy	+1,181	New	+$284K	﹤0.01%	1039

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Benjamin Edwards Inc's IESC Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 1,181 shares — an estimated $237K sold.

Benjamin Edwards Inc first reported a position in IESC in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

Benjamin Edwards Inc reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 1,181 IES Holdings shares in Q1 2025, an estimated $237K.
Benjamin Edwards Inc first reported a position in IES Holdings in Q4 2024 and held it in 1 quarter.
Benjamin Edwards Inc's IES Holdings position peaked at $237K in Q4 2024.
244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.