Boston Partners
IESC icon

Boston Partners’s IES Holdings IESC Stock Holding History

Boston Partners’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
Q2 		– Sell
-5,740
Closed -$474K – 729
2025
Q1 		$474K Buy
5,740
+168
+3% +$17.5K ﹤0.01% 639
2024
Q4 		$560K Sell
5,572
-5,738
-51% -$690K ﹤0.01% 627
2024
Q3 		$1.13M Buy
+11,310
New +$917K ﹤0.01% 589
2017
Q4 		– Sell
-113,292
Closed -$980K – 759
2017
Q3 		$980K Hold
113,292
– – ﹤0.01% 723
2017
Q2 		$1.03M Buy
+113,292
New +$980K ﹤0.01% 696

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Boston Partners's IESC Position: Q2 2025 in Review

Boston Partners sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 5,740 shares — an estimated $474K sold.

Boston Partners first reported a position in IESC in Q2 2017 and held it in 5 quarters. The position peaked at $1.13M in Q3 2024. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Boston Partners reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
  • Boston Partners sold 5,740 IES Holdings shares in Q2 2025, an estimated $474K.
  • Boston Partners first reported a position in IES Holdings in Q2 2017 and held it in 5 quarters.
  • Boston Partners's IES Holdings position peaked at $1.13M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Boston Partners's 13F filing for Q2 2025, filed 7 Aug 2025.