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Orion Portfolio Solutions’s IES Holdings IESC Stock Holding History

Orion Portfolio Solutions’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 		$504K Buy
3,053
+1,053
+53% +$220K ﹤0.01% 1419
2024
Q4 		$402K Buy
2,000
+664
+50% +$160K ﹤0.01% 1424
2024
Q3 		$267K Buy
+1,336
New +$217K ﹤0.01% 1575

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

Orion Portfolio Solutions's IESC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its IES Holdings (IESC) stake by 53% in Q1 2025, buying an estimated $220K and bringing the position to 3,053 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Orion Portfolio Solutions first reported a position in IESC in Q3 2024 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Orion Portfolio Solutions held 3,053 shares of IES Holdings worth $504K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,053 IES Holdings shares in Q1 2025, an estimated $220K.
  • IES Holdings made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1419 holding.
  • Orion Portfolio Solutions first reported a position in IES Holdings in Q3 2024 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.