JB Capital Partners’s IES Holdings IESC Stock Holding History

JB Capital Partners’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	$401K	Hold	841	–	–	0.07%	72
2025 Q4	$327K	Hold	841	–	–	0.06%	73
2025 Q3	$334K	Sell	841 -41,004	-98%	-$14.1M	0.06%	69
2025 Q2	$12.4M	Hold	41,845	–	–	2.3%	12
2025 Q1	$6.91M	Hold	41,845	–	–	1.45%	13
2024 Q4	$8.41M	Hold	41,845	–	–	1.61%	13
2024 Q3	$8.35M	Hold	41,845	–	–	1.6%	13
2024 Q2	$5.83M	Hold	41,845	–	–	1.29%	15
2024 Q1	$5.09M	Hold	41,845	–	–	0.96%	16
2023 Q4	$3.31M	Hold	41,845	–	–	0.67%	26
2023 Q3	$2.76M	Hold	41,845	–	–	0.68%	26
2023 Q2	$2.38M	Hold	41,845	–	–	0.51%	30
2023 Q1	$1.8M	Hold	41,845	–	–	0.43%	35
2022 Q4	$1.49M	Hold	41,845	–	–	0.39%	39
2022 Q3	$1.16M	Hold	41,845	–	–	0.34%	43
2022 Q2	$1.26M	Hold	41,845	–	–	0.34%	42
2022 Q1	$1.68M	Hold	41,845	–	–	0.38%	39
2021 Q4	$2.12M	Hold	41,845	–	–	0.45%	36
2021 Q3	$1.91M	Hold	41,845	–	–	0.43%	34
2021 Q2	$2.15M	Hold	41,845	–	–	0.51%	29
2021 Q1	$2.11M	Buy	+41,845	New	+$2.01M	0.55%	30

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

JB Capital Partners's IESC Position: Q1 2026 in Review

JB Capital Partners held its IES Holdings (IESC) position steady in Q1 2026 at 841 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #72.

JB Capital Partners first reported a position in IESC in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.4M in Q2 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

JB Capital Partners held 841 shares of IES Holdings worth $401K as of Q1 2026.
JB Capital Partners left its IES Holdings share count unchanged in Q1 2026.
IES Holdings made up 0.07% of JB Capital Partners's portfolio in Q1 2026, its #72 holding.
JB Capital Partners first reported a position in IES Holdings in Q1 2021 and has held it in 21 quarters since.
JB Capital Partners's IES Holdings position peaked at $12.4M in Q2 2025.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on JB Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.