Gotham Asset Management’s IES Holdings IESC Stock Holding History

Gotham Asset 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 Q2	$464K	Sell	1,262 -6	-0.5%	-$1.94K	﹤0.01%	1533
2026 Q1	$302K	Sell	1,268 -10,080	-89%	-$2.31M	﹤0.01%	1603
2025 Q4	$2.21M	Buy	11,348 +1,178	+12%	+$237K	0.01%	1007
2025 Q3	$2.02M	Buy	10,170 +6,012	+145%	+$1.03M	0.01%	1001
2025 Q2	$616K	Sell	4,158 -4,250	-51%	-$501K	﹤0.01%	1263
2025 Q1	$694K	Buy	8,408 +1,970	+31%	+$205K	0.01%	1117
2024 Q4	$647K	Buy	+6,438	New	+$774K	0.01%	1044
2024 Q3	–	Sell	-7,686	Closed	-$535K	–	1472
2024 Q2	$535K	Buy	+7,686	New	+$540K	0.01%	1074

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gotham Asset Management's IESC Position: Q2 2026 in Review

Gotham Asset Management reduced its IES Holdings (IESC) stake by 0.47% in Q2 2026, selling an estimated $1.94K and leaving 1,262 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Gotham Asset Management first reported a position in IESC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2025. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Gotham Asset Management held 1,262 shares of IES Holdings worth $464K as of Q2 2026.
Gotham Asset Management sold 6 IES Holdings shares in Q2 2026, an estimated $1.94K.
IES Holdings made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1533 holding.
Gotham Asset Management first reported a position in IES Holdings in Q2 2024 and has held it in 8 quarters since.
Gotham Asset Management's IES Holdings position peaked at $2.21M in Q4 2025.
412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.