YMRC
IESC icon

Yorktown Management & Research Company’s IES Holdings IESC Stock Holding History

Yorktown Management & Research Company’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
2026
Q1 		$3.02M Hold
6,340
– – 2.53% 2
2025
Q4 		$2.47M Hold
6,340
– – 1.97% 3
2025
Q3 		$2.52M Hold
6,340
– – 2.01% 4
2025
Q2 		$1.88M Hold
6,340
– – 1.79% 3
2025
Q1 		$1.05M Hold
6,340
– – 1.14% 7
2024
Q4 		$1.27M Hold
6,340
– – 1.22% 5
2024
Q3 		$1.27M Buy
6,340
+940
+17% +$152K 1.3% 5
2024
Q2 		$752K Hold
5,400
– – 0.81% 25
2024
Q1 		$657K Hold
5,400
– – 0.63% 39
2023
Q4 		$428K Hold
5,400
– – 0.45% 84
2023
Q3 		$356K Buy
+5,400
New +$352K 0.4% 100

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return