DZ Bank’s IES Holdings IESC Stock Holding History

DZ Bank’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	-8,856	Closed	-$731K	–	998
2025 Q1	$731K	Buy	8,856 +4,058	+85%	+$423K	﹤0.01%	724
2024 Q4	$482K	Buy	+4,798	New	+$577K	﹤0.01%	731

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

DZ Bank's IESC Position: Q2 2025 in Review

DZ Bank sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 8,856 shares — an estimated $731K sold.

DZ Bank first reported a position in IESC in Q4 2024 and held it in 2 quarters. The position peaked at $731K in Q1 2025. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

DZ Bank reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
DZ Bank sold 8,856 IES Holdings shares in Q2 2025, an estimated $731K.
DZ Bank first reported a position in IES Holdings in Q4 2024 and held it in 2 quarters.
DZ Bank's IES Holdings position peaked at $731K in Q1 2025.
273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.