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HRT Financial’s IES Holdings IESC Stock Holding History

HRT Financial’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
-1,509
Closed -$587K – 4218
2025
Q4 		$587K Buy
+1,509
New +$607K ﹤0.01% 2022
2024
Q4 		– Sell
-7,008
Closed -$1.4M – 2787
2024
Q3 		$1.4M Buy
+7,008
New +$1.14M 0.01% 1050
2024
Q1 		– Sell
-4,388
Closed -$347K – 2647
2023
Q4 		$347K Sell
4,388
-356
-8% -$24.8K ﹤0.01% 1553
2023
Q3 		$312K Buy
+4,744
New +$309K ﹤0.01% 1641
2022
Q1 		– Sell
-15,946
Closed -$807K – 3430
2021
Q4 		$807K Sell
15,946
-15,359
-49% -$769K ﹤0.01% 1305
2021
Q3 		$1.43M Buy
+31,305
New +$1.52M 0.01% 977

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRT Financial's IESC Position: Q1 2026 in Review

HRT Financial sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 1,509 shares — an estimated $587K sold.

HRT Financial first reported a position in IESC in Q3 2021 and held it in 6 quarters. The position peaked at $1.43M in Q3 2021. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • HRT Financial reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 1,509 IES Holdings shares in Q1 2026, an estimated $587K.
  • HRT Financial first reported a position in IES Holdings in Q3 2021 and held it in 6 quarters.
  • HRT Financial's IES Holdings position peaked at $1.43M in Q3 2021.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.