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Mount Yale Investment Advisors’s IES Holdings IESC Stock Holding History

Mount Yale Investment Advisors’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
-157
Closed -$46.5K – 1102
2025
Q2 		$46.5K Buy
+157
New +$37K ﹤0.01% 833

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mount Yale Investment Advisors's IESC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 157 shares — an estimated $46.5K sold.

Mount Yale Investment Advisors first reported a position in IESC in Q2 2025 and held it in 1 quarter. The position peaked at $46.5K in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 157 IES Holdings shares in Q3 2025, an estimated $46.5K.
  • Mount Yale Investment Advisors first reported a position in IES Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's IES Holdings position peaked at $46.5K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.