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Hemington Wealth Management’s IES Holdings IESC Stock Holding History

Hemington Wealth 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
2025
Q3 		$12K Buy
32
+4
+14% +$1.38K ﹤0.01% 811
2025
Q2 		$8K Buy
28
+12
+75% +$2.83K ﹤0.01% 940
2025
Q1 		$2K Buy
16
+5
+45% +$1.04K ﹤0.01% 1295
2024
Q4 		$2K Buy
11
+3
+38% +$721 ﹤0.01% 1276
2024
Q3 		$1K Buy
+8
New +$1.3K ﹤0.01% 1332

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Hemington Wealth Management's IESC Position: Q3 2025 in Review

Hemington Wealth Management increased its IES Holdings (IESC) stake by 14% in Q3 2025, buying an estimated $1.38K and bringing the position to 32 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Hemington Wealth Management first reported a position in IESC in Q3 2024 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Hemington Wealth Management held 32 shares of IES Holdings worth $12K as of Q3 2025.
  • Hemington Wealth Management bought 4 IES Holdings shares in Q3 2025, an estimated $1.38K.
  • IES Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #811 holding.
  • Hemington Wealth Management first reported a position in IES Holdings in Q3 2024 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.