Stephens Consulting’s IES Holdings IESC Stock Holding History

Stephens Consulting’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	–	Sell	-4	Closed	-$1.19K	–	751
2025 Q2	$1.19K	Sell	4 -1	-20%	-$236	﹤0.01%	620
2025 Q1	$826	Buy	+5	New	+$1.04K	﹤0.01%	737

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Stephens Consulting's IESC Position: Q3 2025 in Review

Stephens Consulting sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 4 shares — an estimated $1.19K sold.

Stephens Consulting first reported a position in IESC in Q1 2025 and held it in 2 quarters. The position peaked at $1.19K in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

Stephens Consulting reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 4 IES Holdings shares in Q3 2025, an estimated $1.19K.
Stephens Consulting first reported a position in IES Holdings in Q1 2025 and held it in 2 quarters.
Stephens Consulting's IES Holdings position peaked at $1.19K in Q2 2025.
321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.