GFPC
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Global Financial Private Client’s IES Holdings IESC Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-3
Closed -$495 – 857
2025
Q1 		$495 Buy
3
+2
+200% +$417 ﹤0.01% 1277
2024
Q4 		$201 Buy
+1
New +$240 ﹤0.01% 1270

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Global Financial Private Client's IESC Position: Q2 2025 in Review

Global Financial Private Client sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 3 shares — an estimated $495 sold.

Global Financial Private Client first reported a position in IESC in Q4 2024 and held it in 2 quarters. The position peaked at $495 in Q1 2025. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Global Financial Private Client reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 IES Holdings shares in Q2 2025, an estimated $495.
  • Global Financial Private Client first reported a position in IES Holdings in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's IES Holdings position peaked at $495 in Q1 2025.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.