EGM
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Engineers Gate Manager’s IES Holdings IESC Stock Holding History

Engineers Gate Manager’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 		– Sell
-1,173
Closed -$456K – 2349
2025
Q4 		$456K Buy
+1,173
New +$471K 0.01% 1412
2025
Q1 		– Sell
-3,641
Closed -$732K – 2349
2024
Q4 		$732K Buy
3,641
+1,056
+41% +$254K 0.01% 1192
2024
Q3 		$516K Sell
2,585
-1,507
-37% -$244K 0.01% 1366
2024
Q2 		$570K Buy
4,092
+999
+32% +$140K 0.01% 1166
2024
Q1 		$376K Sell
3,093
-2,280
-42% -$219K 0.01% 1349
2023
Q4 		$426K Buy
+5,373
New +$375K 0.01% 1266
2020
Q2 		– Sell
-10,201
Closed -$180K – 1829
2020
Q1 		$180K Buy
+10,201
New +$238K 0.01% 1294

Other funds holding IESC

GJL
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engineers Gate Manager's IESC Position: Q1 2026 in Review

Engineers Gate Manager sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 1,173 shares — an estimated $456K sold.

Engineers Gate Manager first reported a position in IESC in Q1 2020 and held it in 7 quarters. The position peaked at $732K in Q4 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Engineers Gate Manager reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 1,173 IES Holdings shares in Q1 2026, an estimated $456K.
  • Engineers Gate Manager first reported a position in IES Holdings in Q1 2020 and held it in 7 quarters.
  • Engineers Gate Manager's IES Holdings position peaked at $732K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.