Covestor’s IES Holdings IESC Stock Holding History

Covestor’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 Q1	$19K	Sell	39 -18	-32%	-$8.26K	0.01%	1132
2025 Q4	$23K	Sell	57 -51	-47%	-$20.5K	0.01%	1230
2025 Q3	$43K	Buy	108 +25	+30%	+$8.6K	0.02%	974
2025 Q2	$24K	Sell	83 -8	-9%	-$1.89K	0.01%	1188
2025 Q1	$15K	Sell	91 -746	-89%	-$156K	0.01%	1288
2024 Q4	$168K	Sell	837 -306	-27%	-$73.6K	0.11%	251
2024 Q3	$228K	Buy	1,143 +1,132	+10,291%	+$184K	0.14%	135
2024 Q2	$2K	Sell	11 -3	-21%	-$422	﹤0.01%	1858
2024 Q1	$2K	Buy	14 +11	+367%	+$1.05K	﹤0.01%	1854
2023 Q4	$0	Buy	3 +1	+50%	+$70	﹤0.01%	2396
2023 Q3	$0	Hold	2	–	–	﹤0.01%	2385
2023 Q2	$0	Sell	2 -11	-85%	-$526	﹤0.01%	2376
2023 Q1	$1K	Sell	13 -66	-84%	-$2.71K	﹤0.01%	1859
2022 Q4	$3K	Sell	79 -14	-15%	-$454	﹤0.01%	1700
2022 Q3	$3K	Buy	+93	New	+$2.87K	﹤0.01%	1620

Other funds holding IESC

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

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

Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return

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