HCM
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Hollencrest Capital Management’s IES Holdings IESC Stock Holding History

Hollencrest Capital 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
Q4 		– Sell
-40
Closed -$7.95K – 1208
2025
Q3 		$7.95K Hold
40
– – ﹤0.01% 834
2025
Q2 		$5.92K Hold
40
– – ﹤0.01% 849
2025
Q1 		$3.3K Hold
40
– – ﹤0.01% 919
2024
Q4 		$4.02K Hold
40
– – ﹤0.01% 920
2024
Q3 		$3.99K Buy
+40
New +$3.24K ﹤0.01% 886

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hollencrest Capital Management's IESC Position: Q4 2025 in Review

Hollencrest Capital Management sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 40 shares — an estimated $7.95K sold.

Hollencrest Capital Management first reported a position in IESC in Q3 2024 and held it in 5 quarters. The position peaked at $7.95K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Hollencrest Capital Management reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Hollencrest Capital Management sold 40 IES Holdings shares in Q4 2025, an estimated $7.95K.
  • Hollencrest Capital Management first reported a position in IES Holdings in Q3 2024 and held it in 5 quarters.
  • Hollencrest Capital Management's IES Holdings position peaked at $7.95K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Hollencrest Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.