First Trust Advisors’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.86M Sell
2025
Q1
$5.32M Sell
2024
Q4
$7.52M Sell
2024
Q3
$8.01M Sell
2024
Q2
$6.13M Sell
2024
Q1
$7.55M Buy
2023
Q4
$4.89M Buy
2021
Q3
Sell
2021
Q2
$2.73M Sell
2021
Q1
$2.76M Buy
2020
Q4
$2.35M Sell
2020
Q3
$1.69M Buy