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JT Stratford LLC’s IES Holdings IESC Stock Holding History

JT Stratford LLC’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
2025
Q4 		– Sell
-636
Closed -$253K – 316
2025
Q3 		$253K Buy
+636
New +$219K 0.03% 272

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JT Stratford LLC's IESC Position: Q4 2025 in Review

JT Stratford LLC sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 636 shares — an estimated $253K sold.

JT Stratford LLC first reported a position in IESC in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • JT Stratford LLC reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • JT Stratford LLC sold 636 IES Holdings shares in Q4 2025, an estimated $253K.
  • JT Stratford LLC first reported a position in IES Holdings in Q3 2025 and held it in 1 quarter.
  • JT Stratford LLC's IES Holdings position peaked at $253K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.