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Forum Financial Management’s IES Holdings IESC Stock Holding History

Forum Financial Management’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
-1,472
Closed -$286K – 651
2025
Q4 		$286K Hold
1,472
– – ﹤0.01% 773
2025
Q3 		$293K Hold
1,472
– – ﹤0.01% 758
2025
Q2 		$218K Buy
+1,472
New +$173K ﹤0.01% 864

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Forum Financial Management's IESC Position: Q1 2026 in Review

Forum Financial Management sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 1,472 shares — an estimated $286K sold.

Forum Financial Management first reported a position in IESC in Q2 2025 and held it in 3 quarters. The position peaked at $293K in Q3 2025. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Forum Financial Management reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,472 IES Holdings shares in Q1 2026, an estimated $286K.
  • Forum Financial Management first reported a position in IES Holdings in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's IES Holdings position peaked at $293K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.