Impact Investors
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Impact Investors’s IES Holdings IESC Stock Holding History

Impact Investors’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
Q3 		– Sell
-1,146
Closed -$421K – 72
2026
Q2 		$421K Hold
1,146
– – 0.31% 49
2026
Q1 		$273K Hold
1,146
– – 0.19% 74
2025
Q4 		$223K Hold
1,146
– – 0.15% 86
2025
Q3 		$228K Buy
+1,146
New +$197K 0.15% 95

Other funds holding IESC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Impact Investors's IESC Position: Q3 2026 in Review

Impact Investors sold out of IES Holdings (IESC) in Q3 2026, closing a stake of 1,146 shares — an estimated $421K sold.

Impact Investors first reported a position in IESC in Q3 2025 and held it in 4 quarters. The position peaked at $421K in Q2 2026. 212 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Impact Investors reported no remaining IES Holdings position as of Q3 2026 after selling out during the quarter.
  • Impact Investors sold 1,146 IES Holdings shares in Q3 2026, an estimated $421K.
  • Impact Investors first reported a position in IES Holdings in Q3 2025 and held it in 4 quarters.
  • Impact Investors's IES Holdings position peaked at $421K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Impact Investors's 13F filing for Q3 2026, filed 2 Nov 2026.