Concord Wealth Partners’s IES Holdings IESC Stock Holding History

Concord Wealth 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 Q1	–	Sell	-3	Closed	-$603	–	882
2024 Q4	$603	Hold	3	–	–	﹤0.01%	846
2024 Q3	$599	Buy	+3	New	+$486	﹤0.01%	883

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

Concord Wealth Partners's IESC Position: Q1 2025 in Review

Concord Wealth Partners sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 3 shares — an estimated $603 sold.

Concord Wealth Partners first reported a position in IESC in Q3 2024 and held it in 2 quarters. The position peaked at $603 in Q4 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

Concord Wealth Partners reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 3 IES Holdings shares in Q1 2025, an estimated $603.
Concord Wealth Partners first reported a position in IES Holdings in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's IES Holdings position peaked at $603 in Q4 2024.
244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.