FORA Capital’s IES Holdings IESC Stock Holding History

FORA Capital’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 Q3	–	Sell	-1,507	Closed	-$446K	–	581
2025 Q2	$446K	Buy	+1,507	New	+$355K	0.05%	343

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FORA Capital's IESC Position: Q3 2025 in Review

FORA Capital sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 1,507 shares — an estimated $446K sold.

FORA Capital first reported a position in IESC in Q2 2025 and held it in 1 quarter. The position peaked at $446K in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

FORA Capital reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 1,507 IES Holdings shares in Q3 2025, an estimated $446K.
FORA Capital first reported a position in IES Holdings in Q2 2025 and held it in 1 quarter.
FORA Capital's IES Holdings position peaked at $446K in Q2 2025.
321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.