GI
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GAMMA Investing’s IES Holdings IESC Stock Holding History

GAMMA Investing’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
Q2 		$185K Sell
252
-1
-0.4% -$646 0.01% 1321
2026
Q1 		$121K Buy
253
+9
+4% +$4.13K 0.01% 1531
2025
Q4 		$94.9K Buy
244
+31
+15% +$12.5K ﹤0.01% 1618
2025
Q3 		$84.7K Sell
213
-72
-25% -$24.8K ﹤0.01% 1621
2025
Q2 		$84.4K Buy
285
+29
+11% +$6.83K 0.01% 1565
2025
Q1 		$42.3K Buy
256
+21
+9% +$4.38K ﹤0.01% 1910
2024
Q4 		$47.2K Buy
235
+12
+5% +$2.88K ﹤0.01% 1704
2024
Q3 		$44.5K Buy
223
+35
+19% +$5.67K ﹤0.01% 1569
2024
Q2 		$26.2K Buy
188
+16
+9% +$2.25K ﹤0.01% 1670
2024
Q1 		$20.9K Buy
172
+7
+4% +$671 ﹤0.01% 1623
2023
Q4 		$13.5K Buy
+165
New +$11.5K ﹤0.01% 1733

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

GAMMA Investing's IESC Position: Q2 2026 in Review

GAMMA Investing reduced its IES Holdings (IESC) stake by 0.4% in Q2 2026, selling an estimated $646 and leaving 252 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1321.

GAMMA Investing first reported a position in IESC in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • GAMMA Investing held 252 shares of IES Holdings worth $185K as of Q2 2026.
  • GAMMA Investing sold 1 IES Holdings share in Q2 2026, an estimated $646.
  • IES Holdings made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1321 holding.
  • GAMMA Investing first reported a position in IES Holdings in Q4 2023 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.