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Cliff Asness’s IES Holdings IESC Stock Holding History

Cliff Asness’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
Q2 		$17.6M Buy
23,930
+2,323
+11% +$1.5M 0.01% 1244
2026
Q1 		$10.3M Buy
21,607
+934
+5% +$428K ﹤0.01% 1330
2025
Q4 		$8.04M Sell
20,673
-686
-3% -$276K ﹤0.01% 1317
2025
Q3 		$8.49M Sell
21,359
-5,123
-19% -$1.76M 0.01% 1174
2025
Q2 		$7.84M Sell
26,482
-1,930
-7% -$455K 0.01% 1072
2025
Q1 		$4.69M Sell
28,412
-5,177
-15% -$1.08M ﹤0.01% 1153
2024
Q4 		$6.75M Buy
33,589
+6,119
+22% +$1.47M 0.01% 976
2024
Q3 		$5.48M Buy
27,470
+1,651
+6% +$268K 0.01% 1015
2024
Q2 		$3.6M Sell
25,819
-16,384
-39% -$2.3M 0.01% 1180
2024
Q1 		$5.13M Buy
42,203
+15,918
+61% +$1.53M 0.01% 975
2023
Q4 		$2.08M Buy
26,285
+3,031
+13% +$211K ﹤0.01% 1328
2023
Q3 		$1.53M Buy
23,254
+12,710
+121% +$827K ﹤0.01% 1439
2023
Q2 		$600K Buy
+10,544
New +$504K ﹤0.01% 1733
2022
Q4 		– Sell
-13,633
Closed -$377K – 2236
2022
Q3 		$377K Sell
13,633
-10,970
-45% -$339K ﹤0.01% 1872
2022
Q2 		$742K Buy
24,603
+4,681
+23% +$151K ﹤0.01% 1535
2022
Q1 		$801K Sell
19,922
-2,593
-12% -$117K ﹤0.01% 1641
2021
Q4 		$1.14M Buy
22,515
+5,551
+33% +$278K ﹤0.01% 1485
2021
Q3 		$775K Sell
16,964
-960
-5% -$46.7K ﹤0.01% 1671
2021
Q2 		$921K Buy
17,924
+6,035
+51% +$313K ﹤0.01% 1624
2021
Q1 		$599K Buy
11,889
+1,293
+12% +$62.2K ﹤0.01% 1770
2020
Q4 		$488K Buy
+10,596
New +$414K ﹤0.01% 1800
2018
Q1 		– Sell
-11,653
Closed -$201K – 2249
2017
Q4 		$201K Buy
+11,653
New +$210K ﹤0.01% 2153
2017
Q3 		– Sell
-23,145
Closed -$421K – 2261
2017
Q2 		$421K Sell
23,145
-3,537
-13% -$61.2K ﹤0.01% 1949
2017
Q1 		$483K Buy
+26,682
New +$514K ﹤0.01% 1902

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cliff Asness's IESC Position: Q2 2026 in Review

Cliff Asness increased its IES Holdings (IESC) stake by 11% in Q2 2026, buying an estimated $1.5M and bringing the position to 23,930 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #1244.

Cliff Asness first reported a position in IESC in Q1 2017 and has held it in 24 quarters since. 411 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Cliff Asness held 23,930 shares of IES Holdings worth $17.6M as of Q2 2026.
  • Cliff Asness bought 2,323 IES Holdings shares in Q2 2026, an estimated $1.5M.
  • IES Holdings made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1244 holding.
  • Cliff Asness first reported a position in IES Holdings in Q1 2017 and has held it in 24 quarters since.
  • 411 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.