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 Q1	$273K	Hold	573	–	–	0.19%	74
2025 Q4	$223K	Hold	573	–	–	0.15%	86
2025 Q3	$228K	Buy	+573	New	+$197K	0.15%	95

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

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

Impact Investors's IESC Position: Q1 2026 in Review

Impact Investors held its IES Holdings (IESC) position steady in Q1 2026 at 573 shares worth $273K. The position accounts for 0.19% of the portfolio, ranked #74.

Impact Investors first reported a position in IESC in Q3 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Impact Investors held 573 shares of IES Holdings worth $273K as of Q1 2026.
Impact Investors left its IES Holdings share count unchanged in Q1 2026.
IES Holdings made up 0.19% of Impact Investors's portfolio in Q1 2026, its #74 holding.
Impact Investors first reported a position in IES Holdings in Q3 2025 and has held it in 3 quarters since.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.