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Scotia Capital’s IES Holdings IESC Stock Holding History

Scotia Capital’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
-4,752
Closed -$955K – 884
2024
Q4 		$955K Buy
+4,752
New +$1.14M 0.01% 527
2022
Q2 		– Sell
-18,731
Closed -$753K – 855
2022
Q1 		$753K Buy
18,731
+8,385
+81% +$378K ﹤0.01% 558
2021
Q4 		$524K Buy
+10,346
New +$518K ﹤0.01% 622

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

Scotia Capital's IESC Position: Q1 2025 in Review

Scotia Capital sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 4,752 shares — an estimated $955K sold.

Scotia Capital first reported a position in IESC in Q4 2021 and held it in 3 quarters. The position peaked at $955K in Q4 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Scotia Capital reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
  • Scotia Capital sold 4,752 IES Holdings shares in Q1 2025, an estimated $955K.
  • Scotia Capital first reported a position in IES Holdings in Q4 2021 and held it in 3 quarters.
  • Scotia Capital's IES Holdings position peaked at $955K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Scotia Capital's 13F filing for Q1 2025, filed 9 May 2025.