WG
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Winton Group’s IES Holdings IESC Stock Holding History

Winton Group’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
-1,840
Closed -$545K – 869
2025
Q2 		$545K Buy
+1,840
New +$434K 0.03% 574
2024
Q4 		– Sell
-2,474
Closed -$494K – 695
2024
Q3 		$494K Buy
+2,474
New +$401K 0.03% 447
2021
Q4 		– Sell
-18,309
Closed -$837K – 1193
2021
Q3 		$837K Buy
18,309
+499
+3% +$24.3K 0.05% 590
2021
Q2 		$915K Buy
17,810
+1,586
+10% +$82.2K 0.05% 580
2021
Q1 		$818K Buy
16,224
+1,272
+9% +$61.2K 0.05% 580
2020
Q4 		$688K Sell
14,952
-17,886
-54% -$699K 0.05% 615
2020
Q3 		$1.04M Sell
32,838
-5,374
-14% -$147K 0.03% 808
2020
Q2 		$885K Buy
38,212
+12,028
+46% +$252K 0.02% 1023
2020
Q1 		$462K Buy
26,184
+3,013
+13% +$70.3K 0.01% 1053
2019
Q4 		$595K Sell
23,171
-9,869
-30% -$214K 0.01% 1195
2019
Q3 		$680K Buy
+33,040
New +$628K 0.01% 987

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

Winton Group's IESC Position: Q3 2025 in Review

Winton Group sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 1,840 shares — an estimated $545K sold.

Winton Group first reported a position in IESC in Q3 2019 and held it in 11 quarters. The position peaked at $1.04M in Q3 2020. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Winton Group reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • Winton Group sold 1,840 IES Holdings shares in Q3 2025, an estimated $545K.
  • Winton Group first reported a position in IES Holdings in Q3 2019 and held it in 11 quarters.
  • Winton Group's IES Holdings position peaked at $1.04M in Q3 2020.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.