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Wealthspire Advisors (New York)’s IES Holdings IESC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-4
Closed -$1.59K – 1909
2025
Q3 		$1.59K Buy
+4
New +$1.38K ﹤0.01% 2664

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 $6.73T AUM 46.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s IESC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 4 shares — an estimated $1.59K sold.

Wealthspire Advisors (New York) first reported a position in IESC in Q3 2025 and held it in 1 quarter. The position peaked at $1.59K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4 IES Holdings shares in Q4 2025, an estimated $1.59K.
  • Wealthspire Advisors (New York) first reported a position in IES Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s IES Holdings position peaked at $1.59K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.