Ameriprise’s IES Holdings IESC Stock Holding History

Ameriprise’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 Q1	–	Sell	-10,000	Closed	-$2.01M	–	4086
2024 Q4	$2.01M	Buy	+10,000	New	+$2.4M	﹤0.01%	2921

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise's IESC Position: Q1 2026 in Review

Ameriprise increased its IES Holdings (IESC) stake by 14% in Q1 2026, buying an estimated $1.5M and bringing the position to 26,573 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Ameriprise first reported a position in IESC in Q2 2013 and has held it in 22 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Ameriprise held 26,573 shares of IES Holdings worth $12.7M as of Q1 2026.
Ameriprise bought 3,267 IES Holdings shares in Q1 2026, an estimated $1.5M.
IES Holdings made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1748 holding.
Ameriprise first reported a position in IES Holdings in Q2 2013 and has held it in 22 quarters since.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.