Rise Advisors’s IES Holdings IESC Stock Holding History

Rise 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 Q4	–	Sell	-8	Closed	-$1.59K	–	720
2025 Q3	$1.59K	Buy	8 +4	+100%	+$688	﹤0.01%	1219
2025 Q2	$592	Sell	4 -8	-67%	-$943	﹤0.01%	1374
2025 Q1	$991	Buy	+12	New	+$1.25K	﹤0.01%	1261

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's IESC Position: Q4 2025 in Review

Rise Advisors sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 8 shares — an estimated $1.59K sold.

Rise Advisors first reported a position in IESC in Q1 2025 and held it in 3 quarters. The position peaked at $1.59K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

Rise Advisors reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 8 IES Holdings shares in Q4 2025, an estimated $1.59K.
Rise Advisors first reported a position in IES Holdings in Q1 2025 and held it in 3 quarters.
Rise Advisors's IES Holdings position peaked at $1.59K in Q3 2025.
344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.