F/M Investments’s IES Holdings IESC Stock Holding History

F/M Investments’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	-31,124	Closed	-$6.05M	–	387
2025 Q4	$6.05M	Sell	31,124 -888	-3%	-$178K	0.23%	104
2025 Q3	$6.36M	Sell	32,012 -458	-1%	-$78.8K	0.25%	94
2025 Q2	$4.81M	Buy	32,470 +102	+0.3%	+$12K	0.17%	126
2025 Q1	$2.67M	Sell	32,368 -9,010	-22%	-$940K	0.11%	190
2024 Q4	$4.16M	Sell	41,378 -67,694	-62%	-$8.14M	0.15%	139
2024 Q3	$10.9M	Buy	+109,072	New	+$8.84M	0.34%	96

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

F/M Investments's IESC Position: Q1 2026 in Review

F/M Investments sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 31,124 shares — an estimated $6.05M sold.

F/M Investments first reported a position in IESC in Q3 2024 and held it in 6 quarters. The position peaked at $10.9M in Q3 2024. 350 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

F/M Investments reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 31,124 IES Holdings shares in Q1 2026, an estimated $6.05M.
F/M Investments first reported a position in IES Holdings in Q3 2024 and held it in 6 quarters.
F/M Investments's IES Holdings position peaked at $10.9M in Q3 2024.
350 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.