IEQ Capital’s IES Holdings IESC Stock Holding History

IEQ 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
2025 Q2	–	Sell	-2,193	Closed	-$362K	–	1909
2025 Q1	$362K	Buy	2,193 +1,161	+113%	+$242K	﹤0.01%	1115
2024 Q4	$207K	Buy	+1,032	New	+$248K	﹤0.01%	1194

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

IEQ Capital's IESC Position: Q2 2025 in Review

IEQ Capital sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 2,193 shares — an estimated $362K sold.

IEQ Capital first reported a position in IESC in Q4 2024 and held it in 2 quarters. The position peaked at $362K in Q1 2025. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

IEQ Capital reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 2,193 IES Holdings shares in Q2 2025, an estimated $362K.
IEQ Capital first reported a position in IES Holdings in Q4 2024 and held it in 2 quarters.
IEQ Capital's IES Holdings position peaked at $362K in Q1 2025.
273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.