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Kestra Investment Management’s IES Holdings IESC Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-18
Closed -$2.67K – 579
2025
Q2 		$2.67K Buy
18
+16
+800% +$1.89K ﹤0.01% 633
2025
Q1 		$166 Buy
+2
New +$209 ﹤0.01% 897

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Kestra Investment Management's IESC Position: Q3 2025 in Review

Kestra Investment Management sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 18 shares — an estimated $2.67K sold.

Kestra Investment Management first reported a position in IESC in Q1 2025 and held it in 2 quarters. The position peaked at $2.67K in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Kestra Investment Management reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 18 IES Holdings shares in Q3 2025, an estimated $2.67K.
  • Kestra Investment Management first reported a position in IES Holdings in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's IES Holdings position peaked at $2.67K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.