David J. Yvars Group’s IES Holdings IESC Stock Holding History

David J. Yvars Group’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 Q4	–	Sell	-1,640	Closed	-$326K	–	96
2025 Q3	$326K	Buy	+1,640	New	+$282K	0.17%	68

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

David J. Yvars Group's IESC Position: Q4 2025 in Review

David J. Yvars Group sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 1,640 shares — an estimated $326K sold.

David J. Yvars Group first reported a position in IESC in Q3 2025 and held it in 1 quarter. The position peaked at $326K in Q3 2025. 343 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

David J. Yvars Group reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
David J. Yvars Group sold 1,640 IES Holdings shares in Q4 2025, an estimated $326K.
David J. Yvars Group first reported a position in IES Holdings in Q3 2025 and held it in 1 quarter.
David J. Yvars Group's IES Holdings position peaked at $326K in Q3 2025.
343 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on David J. Yvars Group's 13F filing for Q4 2025, filed 12 Jan 2026.