Simplex Trading
IESC icon

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
Q1 		$619K Buy
1,300
+400
+44% +$183K ﹤0.01% 3027
2025
Q4 		$350K Sell
900
-200
-18% -$80.4K ﹤0.01% 3660
2025
Q3 		$437K Sell
1,100
-400
-27% -$138K ﹤0.01% 3986
2025
Q2 		$444K Sell
1,500
-8,200
-85% -$1.93M ﹤0.01% 3624
2025
Q1 		$1.6M Buy
9,700
+5,900
+155% +$1.23M ﹤0.01% 2244
2024
Q4 		$763K Buy
3,800
+500
+15% +$120K ﹤0.01% 3125
2024
Q3 		$658K Buy
3,300
+200
+6% +$32.4K ﹤0.01% 3300
2024
Q2 		$431K Buy
3,100
+1,600
+107% +$225K ﹤0.01% 3814
2024
Q1 		$182K Buy
+1,500
New +$144K ﹤0.01% 4957
2023
Q4 		– Sell
-400
Closed -$26K – 9264
2023
Q3 		$26K Hold
400
– – ﹤0.01% 6387
2023
Q2 		$22K Buy
+400
New +$19.1K ﹤0.01% 6671

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's IESC Position: Q1 2026 in Review

Simplex Trading sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 41 shares — an estimated $18.8K sold.

Simplex Trading first reported a position in IESC in Q1 2024 and held it in 5 quarters. The position peaked at $724K in Q1 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Simplex Trading reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 41 IES Holdings shares in Q1 2026, an estimated $18.8K.
  • Simplex Trading first reported a position in IES Holdings in Q1 2024 and held it in 5 quarters.
  • Simplex Trading's IES Holdings position peaked at $724K in Q1 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.