Jacobs Levy Equity Management’s IES Holdings IESC Stock Holding History

Jacobs Levy Equity 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
2026 Q2	$447K	Buy	+1,218	New	+$393K	﹤0.01%	837
2024 Q3	–	Sell	-36,024	Closed	-$2.51M	–	997
2024 Q2	$2.51M	Sell	36,024 -9,200	-20%	-$647K	0.01%	565
2024 Q1	$2.75M	Hold	45,224	–	–	0.01%	544
2023 Q4	$1.79M	Hold	45,224	–	–	0.01%	616
2023 Q3	$1.49M	Hold	45,224	–	–	0.01%	609
2023 Q2	$1.29M	Sell	45,224 -15,096	-25%	-$361K	0.01%	652
2023 Q1	$1.3M	Sell	60,320 -39,262	-39%	-$806K	0.01%	649
2022 Q4	$1.77M	Sell	99,582 -5,554	-5%	-$90K	0.01%	579
2022 Q3	$1.45M	Sell	105,136 -5,200	-5%	-$80.3K	0.01%	626
2022 Q2	$1.66M	Buy	+110,336	New	+$1.77M	0.01%	644
2020 Q3	–	Sell	-20,322	Closed	-$235K	–	1064
2020 Q2	$235K	Buy	+20,322	New	+$213K	﹤0.01%	925
2020 Q1	–	Sell	-21,778	Closed	-$279K	–	1041
2019 Q4	$279K	Hold	21,778	–	–	﹤0.01%	868
2019 Q3	$224K	Sell	21,778 -4,000	-16%	-$38K	﹤0.01%	822
2019 Q2	$243K	Hold	25,778	–	–	﹤0.01%	846
2019 Q1	$229K	Hold	25,778	–	–	﹤0.01%	875
2018 Q4	$200K	Buy	+25,778	New	+$223K	﹤0.01%	879
2015 Q1	–	Sell	-33,992	Closed	-$130K	–	827
2014 Q4	$130K	Buy	+33,992	New	+$131K	﹤0.01%	772

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jacobs Levy Equity Management's IESC Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in IES Holdings (IESC) in Q2 2026: 1,218 shares worth $447K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in IESC as recently as Q2 2024.

Jacobs Levy Equity Management first reported a position in IESC in Q4 2014 and has held it in 17 quarters since. The position peaked at $2.75M in Q1 2024. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Jacobs Levy Equity Management held 1,218 shares of IES Holdings worth $447K as of Q2 2026.
IES Holdings was a new Jacobs Levy Equity Management position in Q2 2026.
IES Holdings made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #837 holding.
Jacobs Levy Equity Management first reported a position in IES Holdings in Q4 2014 and has held it in 17 quarters since.
Jacobs Levy Equity Management's IES Holdings position peaked at $2.75M in Q1 2024.
413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.