TD Capital Management’s IES Holdings IESC Stock Holding History

TD Capital 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 Q2	–	Sell	-1	Closed	-$165	–	742
2025 Q1	$165	Buy	+1	New	+$209	﹤0.01%	680

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

TD Capital Management's IESC Position: Q2 2025 in Review

TD Capital Management sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 1 share — an estimated $165 sold.

TD Capital Management first reported a position in IESC in Q1 2025 and held it in 1 quarter. The position peaked at $165 in Q1 2025. 273 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

TD Capital Management reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
TD Capital Management sold 1 IES Holdings share in Q2 2025, an estimated $165.
TD Capital Management first reported a position in IES Holdings in Q1 2025 and held it in 1 quarter.
TD Capital Management's IES Holdings position peaked at $165 in Q1 2025.
273 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.