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WealthTrak Capital Management’s IES Holdings IESC Stock Holding History

WealthTrak 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
Q3 		– Sell
-4
Closed -$593 – 468
2025
Q2 		$593 Hold
4
– – ﹤0.01% 616
2025
Q1 		$331 Buy
+4
New +$417 ﹤0.01% 745

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

WealthTrak Capital Management's IESC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 4 shares — an estimated $593 sold.

WealthTrak Capital Management first reported a position in IESC in Q1 2025 and held it in 2 quarters. The position peaked at $593 in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 4 IES Holdings shares in Q3 2025, an estimated $593.
  • WealthTrak Capital Management first reported a position in IES Holdings in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's IES Holdings position peaked at $593 in Q2 2025.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.