Marshall Wace
IESC icon

Marshall Wace’s IES Holdings IESC Stock Holding History

Marshall Wace’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 		– Sell
-4,788
Closed -$962K – 2836
2024
Q4 		$962K Sell
4,788
-12,459
-72% -$3M ﹤0.01% 1753
2024
Q3 		$3.44M Buy
17,247
+12,713
+280% +$2.06M ﹤0.01% 1147
2024
Q2 		$632K Buy
+4,534
New +$637K ﹤0.01% 1877
2024
Q1 		– Sell
-5,223
Closed -$414K – 2611
2023
Q4 		$414K Buy
+5,223
New +$364K ﹤0.01% 1787
2023
Q2 		– Sell
-11,147
Closed -$480K – 2679
2023
Q1 		$480K Sell
11,147
-8
-0.1% -$328 ﹤0.01% 2117
2022
Q4 		$397K Buy
+11,155
New +$362K ﹤0.01% 2460
2020
Q1 		– Sell
-1,822
Closed -$47K – 1835
2019
Q4 		$47K Buy
+1,822
New +$39.4K ﹤0.01% 1549

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Marshall Wace's IESC Position: Q1 2025 in Review

Marshall Wace sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 4,788 shares — an estimated $962K sold.

Marshall Wace first reported a position in IESC in Q4 2019 and held it in 7 quarters. The position peaked at $3.44M in Q3 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Marshall Wace reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 4,788 IES Holdings shares in Q1 2025, an estimated $962K.
  • Marshall Wace first reported a position in IES Holdings in Q4 2019 and held it in 7 quarters.
  • Marshall Wace's IES Holdings position peaked at $3.44M in Q3 2024.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.