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Globeflex Capital’s IES Holdings IESC Stock Holding History

Globeflex 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
2026
Q1 		– Sell
-908
Closed -$177K – 429
2025
Q4 		$177K Hold
908
– – 0.03% 313
2025
Q3 		$181K Buy
+908
New +$156K 0.03% 306
2024
Q4 		– Sell
-3,040
Closed -$303K – 461
2024
Q3 		$303K Sell
3,040
-4,918
-62% -$399K 0.03% 295
2024
Q2 		$554K Sell
7,958
-2,042
-20% -$144K 0.06% 234
2024
Q1 		$608K Buy
+10,000
New +$479K 0.06% 240
2021
Q2 		– Sell
-11,584
Closed -$292K – 470
2021
Q1 		$292K Buy
+11,584
New +$279K 0.05% 354

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 $3.37T AUM 44.26% 1-Year Est. Return

Globeflex Capital's IESC Position: Q1 2026 in Review

Globeflex Capital sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 908 shares — an estimated $177K sold.

Globeflex Capital first reported a position in IESC in Q1 2021 and held it in 6 quarters. The position peaked at $608K in Q1 2024. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Globeflex Capital reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Globeflex Capital sold 908 IES Holdings shares in Q1 2026, an estimated $177K.
  • Globeflex Capital first reported a position in IES Holdings in Q1 2021 and held it in 6 quarters.
  • Globeflex Capital's IES Holdings position peaked at $608K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.