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Summit Securities Group’s IES Holdings IESC Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-67
Closed -$11.1K – 1241
2025
Q1 		$11.1K Buy
+67
New +$14K ﹤0.01% 536
2016
Q3 		– Sell
-14,639
Closed -$182K – 217
2016
Q2 		$182K Buy
+14,639
New +$200K 0.1% 201

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
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
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Summit Securities Group's IESC Position: Q2 2025 in Review

Summit Securities Group sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 67 shares — an estimated $11.1K sold.

Summit Securities Group first reported a position in IESC in Q2 2016 and held it in 2 quarters. The position peaked at $182K in Q2 2016. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Summit Securities Group reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 67 IES Holdings shares in Q2 2025, an estimated $11.1K.
  • Summit Securities Group first reported a position in IES Holdings in Q2 2016 and held it in 2 quarters.
  • Summit Securities Group's IES Holdings position peaked at $182K in Q2 2016.
  • 273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.