Citigroup
IESC icon

Citigroup’s IES Holdings IESC Stock Holding History

Citigroup’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 		$508K Sell
1,066
-9
-0.8% -$4.13K ﹤0.01% 3532
2025
Q4 		$418K Sell
1,075
-1,094
-50% -$440K ﹤0.01% 3656
2025
Q3 		$863K Sell
2,169
-2,903
-57% -$999K ﹤0.01% 3253
2025
Q2 		$1.5M Sell
5,072
-2,743
-35% -$646K ﹤0.01% 2901
2025
Q1 		$1.29M Buy
7,815
+6
+0.1% +$1.25K ﹤0.01% 3064
2024
Q4 		$1.57M Sell
7,809
-595
-7% -$143K ﹤0.01% 2997
2024
Q3 		$1.68M Buy
8,404
+4,747
+130% +$770K ﹤0.01% 2814
2024
Q2 		$510K Sell
3,657
-3,132
-46% -$440K ﹤0.01% 3379
2024
Q1 		$826K Buy
6,789
+5,455
+409% +$523K ﹤0.01% 3178
2023
Q4 		$106K Buy
1,334
+1,316
+7,311% +$91.8K ﹤0.01% 4180
2023
Q3 		$1.19K Sell
18
-3,385
-99% -$220K ﹤0.01% 5069
2023
Q2 		$194K Buy
3,403
+3,170
+1,361% +$151K ﹤0.01% 3911
2023
Q1 		$10K Sell
233
-65
-22% -$2.67K ﹤0.01% 4730
2022
Q4 		$10.6K Sell
298
-65
-18% -$2.11K ﹤0.01% 4820
2022
Q3 		$10K Sell
363
-653
-64% -$20.2K ﹤0.01% 4990
2022
Q2 		$31K Buy
1,016
+404
+66% +$13K ﹤0.01% 4777
2022
Q1 		$25K Sell
612
-2,647
-81% -$119K ﹤0.01% 5035
2021
Q4 		$165K Buy
3,259
+633
+24% +$31.7K ﹤0.01% 4452
2021
Q3 		$120K Buy
2,626
+2,034
+344% +$98.8K ﹤0.01% 4349
2021
Q2 		$30K Sell
592
-38
-6% -$1.97K ﹤0.01% 5082
2021
Q1 		$32K Sell
630
-1,036
-62% -$49.8K ﹤0.01% 4965
2020
Q4 		$77K Buy
1,666
+1,177
+241% +$46K ﹤0.01% 5744
2020
Q3 		$16K Sell
489
-2,092
-81% -$57.3K ﹤0.01% 6330
2020
Q2 		$60K Buy
2,581
+325
+14% +$6.8K ﹤0.01% 5918
2020
Q1 		$40K Buy
2,256
+304
+16% +$7.09K ﹤0.01% 6174
2019
Q4 		$50K Buy
1,952
+804
+70% +$17.4K ﹤0.01% 6304
2019
Q3 		$24K Sell
1,148
-1,054
-48% -$20K ﹤0.01% 6618
2019
Q2 		$42K Buy
2,202
+139
+7% +$2.52K ﹤0.01% 6624
2019
Q1 		$37K Sell
2,063
-7
-0.3% -$124 ﹤0.01% 6581
2018
Q4 		$33K Sell
2,070
-229
-10% -$3.97K ﹤0.01% 6557
2018
Q3 		$45K Sell
2,299
-199
-8% -$3.69K ﹤0.01% 6611
2018
Q2 		$42K Sell
2,498
-2,313
-48% -$39.6K ﹤0.01% 6411
2018
Q1 		$72K Sell
4,811
-481
-9% -$7.93K ﹤0.01% 5892
2017
Q4 		$91K Buy
+5,292
New +$95.5K ﹤0.01% 5720
2017
Q3 		– Sell
-7,545
Closed -$137K – 7326
2017
Q2 		$137K Buy
7,545
+7,445
+7,445% +$129K ﹤0.01% 5097
2017
Q1 		$2K Sell
100
-7,786
-99% -$150K ﹤0.01% 6998
2016
Q4 		$151K Buy
7,886
+7,245
+1,130% +$129K ﹤0.01% 5514
2016
Q3 		$11K Sell
641
-146
-19% -$2.24K ﹤0.01% 6495
2016
Q2 		$10K Buy
+787
New +$10.7K ﹤0.01% 6547
2016
Q1 		– Sell
-218
Closed -$2K – 7576
2015
Q4 		$2K Buy
+218
New +$1.75K ﹤0.01% 7262
2013
Q4 		– Sell
-200
Closed -$1K – 7059
2013
Q3 		$1K Hold
200
– – ﹤0.01% 6671
2013
Q2 		$1K Buy
+200
New +$1.1K ﹤0.01% 6627

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 $5.72T 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 $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup's IESC Position: Q1 2026 in Review

Citigroup reduced its IES Holdings (IESC) stake by 0.84% in Q1 2026, selling an estimated $4.13K and leaving 1,066 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #3532.

Citigroup first reported a position in IESC in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.68M in Q3 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Citigroup held 1,066 shares of IES Holdings worth $508K as of Q1 2026.
  • Citigroup sold 9 IES Holdings shares in Q1 2026, an estimated $4.13K.
  • IES Holdings made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3532 holding.
  • Citigroup first reported a position in IES Holdings in Q2 2013 and has held it in 42 quarters since.
  • Citigroup's IES Holdings position peaked at $1.68M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.