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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
-4,600
Closed -$681K – 788
2025
Q2 		$681K Buy
+4,600
New +$542K 0.12% 281
2024
Q4 		– Sell
-3,786
Closed -$378K – 859
2024
Q3 		$378K Sell
3,786
-9,614
-72% -$779K 0.06% 513
2024
Q2 		$934K Buy
+13,400
New +$942K 0.17% 165

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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 4,600 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 4,600 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.