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Lindbrook Capital’s IES Holdings IESC Stock Holding History

Lindbrook Capital’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
Q1 		$1.16K Hold
7
– – ﹤0.01% 2425
2024
Q4 		$1.41K Buy
7
+3
+75% +$721 ﹤0.01% 2403
2024
Q3 		$798 Buy
+4
New +$649 ﹤0.01% 2557
2022
Q3 		– Sell
-63
Closed -$2K – 2753
2022
Q2 		$2K Buy
+63
New +$2.03K ﹤0.01% 1976

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lindbrook Capital's IESC Position: Q1 2025 in Review

Lindbrook Capital held its IES Holdings (IESC) position steady in Q1 2025 at 7 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Lindbrook Capital first reported a position in IESC in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q2 2022. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Lindbrook Capital held 7 shares of IES Holdings worth $1.16K as of Q1 2025.
  • Lindbrook Capital left its IES Holdings share count unchanged in Q1 2025.
  • IES Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2425 holding.
  • Lindbrook Capital first reported a position in IES Holdings in Q2 2022 and has held it in 4 quarters since.
  • Lindbrook Capital's IES Holdings position peaked at $2K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.