Simplex Trading’s IES Holdings IESC Stock Holding History

Simplex Trading’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
2026 Q3	$578K	Sell	1,800 -600	-25%	-$198K	﹤0.01%	3382
2026 Q2	$882K	Sell	2,400 -200	-8%	-$64.6K	﹤0.01%	2930
2026 Q1	$619K	Buy	2,600 +800	+44%	+$183K	﹤0.01%	3027
2025 Q4	$350K	Sell	1,800 -400	-18%	-$80.4K	﹤0.01%	3660
2025 Q3	$437K	Sell	2,200 -800	-27%	-$138K	﹤0.01%	3986
2025 Q2	$444K	Sell	3,000 -16,400	-85%	-$1.93M	﹤0.01%	3624
2025 Q1	$1.6M	Buy	19,400 +11,800	+155%	+$1.23M	﹤0.01%	2244
2024 Q4	$763K	Buy	7,600 +1,000	+15%	+$120K	﹤0.01%	3125
2024 Q3	$658K	Buy	6,600 +400	+6%	+$32.4K	﹤0.01%	3300
2024 Q2	$431K	Buy	6,200 +3,200	+107%	+$225K	﹤0.01%	3814
2024 Q1	$182K	Buy	+3,000	New	+$144K	﹤0.01%	4957
2023 Q4	–	Sell	-800	Closed	-$26K	–	9264
2023 Q3	$26K	Hold	800	–	–	﹤0.01%	6387
2023 Q2	$22K	Buy	+800	New	+$19.1K	﹤0.01%	6671

Other funds holding IESC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Simplex Trading's IESC Position: Q3 2026 in Review

Simplex Trading reduced its IES Holdings (IESC) stake by 53% in Q3 2026, selling an estimated $285K and leaving 776 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

Simplex Trading first reported a position in IESC in Q1 2024 and has held it in 7 quarters since. The position peaked at $724K in Q1 2024. 289 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Simplex Trading held 776 shares of IES Holdings worth $249K as of Q3 2026.
Simplex Trading sold 862 IES Holdings shares in Q3 2026, an estimated $285K.
IES Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #4385 holding.
Simplex Trading first reported a position in IES Holdings in Q1 2024 and has held it in 7 quarters since.
Simplex Trading's IES Holdings position peaked at $724K in Q1 2024.
289 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.