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Optimum Investment Advisors’s IES Holdings IESC Stock Holding History

Optimum 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 		$682K Hold
1,715
– – 0.27% 71
2025
Q2 		$508K Buy
1,715
+335
+24% +$79K 0.22% 92
2025
Q1 		$228K Sell
1,380
-1,870
-58% -$390K 0.11% 160
2024
Q4 		$653K Buy
3,250
+250
+8% +$60.1K 0.29% 70
2024
Q3 		$599K Buy
+3,000
New +$486K 0.26% 90

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

Optimum Investment Advisors's IESC Position: Q3 2025 in Review

Optimum Investment Advisors held its IES Holdings (IESC) position steady in Q3 2025 at 1,715 shares worth $682K. The position accounts for 0.27% of the portfolio, ranked #71.

Optimum Investment Advisors first reported a position in IESC in Q3 2024 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Optimum Investment Advisors held 1,715 shares of IES Holdings worth $682K as of Q3 2025.
  • Optimum Investment Advisors left its IES Holdings share count unchanged in Q3 2025.
  • IES Holdings made up 0.27% of Optimum Investment Advisors's portfolio in Q3 2025, its #71 holding.
  • Optimum Investment Advisors first reported a position in IES Holdings in Q3 2024 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.