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Sheets Smith Investment Management’s IES Holdings IESC Stock Holding History

Sheets Smith Investment Management’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 		$207K Buy
+521
New +$179K 0.13% 125

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

Sheets Smith Investment Management's IESC Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in IES Holdings (IESC) in Q3 2025: 521 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #125 among its holdings.

321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Sheets Smith Investment Management held 521 shares of IES Holdings worth $207K as of Q3 2025.
  • IES Holdings was a new Sheets Smith Investment Management position in Q3 2025.
  • IES Holdings made up 0.13% of Sheets Smith Investment Management's portfolio in Q3 2025, its #125 holding.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.