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Joel Greenblatt’s IES Holdings IESC Stock Holding History

Joel Greenblatt’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 		$464K Sell
631
-3
-0.5% -$1.94K ﹤0.01% 1533
2026
Q1 		$302K Sell
634
-5,040
-89% -$2.31M ﹤0.01% 1603
2025
Q4 		$2.21M Buy
5,674
+589
+12% +$237K 0.01% 1007
2025
Q3 		$2.02M Buy
5,085
+3,006
+145% +$1.03M 0.01% 1001
2025
Q2 		$616K Sell
2,079
-2,125
-51% -$501K ﹤0.01% 1263
2025
Q1 		$694K Buy
4,204
+985
+31% +$205K 0.01% 1117
2024
Q4 		$647K Buy
+3,219
New +$774K 0.01% 1044
2024
Q3 		– Sell
-3,843
Closed -$535K – 1472
2024
Q2 		$535K Buy
+3,843
New +$540K 0.01% 1074

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Joel Greenblatt's IESC Position: Q2 2026 in Review

Joel Greenblatt reduced its IES Holdings (IESC) stake by 0.47% in Q2 2026, selling an estimated $1.94K and leaving 631 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Joel Greenblatt first reported a position in IESC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2025. 411 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Joel Greenblatt held 631 shares of IES Holdings worth $464K as of Q2 2026.
  • Joel Greenblatt sold 3 IES Holdings shares in Q2 2026, an estimated $1.94K.
  • IES Holdings made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1533 holding.
  • Joel Greenblatt first reported a position in IES Holdings in Q2 2024 and has held it in 8 quarters since.
  • Joel Greenblatt's IES Holdings position peaked at $2.21M in Q4 2025.
  • 411 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.