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Versor Investments’s IES Holdings IESC Stock Holding History

Versor Investments’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
-2,300
Closed -$681K – 788
2025
Q2 		$681K Buy
+2,300
New +$542K 0.12% 281
2024
Q4 		– Sell
-1,893
Closed -$378K – 859
2024
Q3 		$378K Sell
1,893
-4,807
-72% -$779K 0.06% 513
2024
Q2 		$934K Buy
+6,700
New +$942K 0.17% 165

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Versor Investments's IESC Position: Q3 2025 in Review

Versor Investments sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 2,300 shares — an estimated $681K sold.

Versor Investments first reported a position in IESC in Q2 2024 and held it in 3 quarters. The position peaked at $934K in Q2 2024. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Versor Investments reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 2,300 IES Holdings shares in Q3 2025, an estimated $681K.
  • Versor Investments first reported a position in IES Holdings in Q2 2024 and held it in 3 quarters.
  • Versor Investments's IES Holdings position peaked at $934K in Q2 2024.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.