Cresset Asset Management’s IES Holdings IESC Stock Holding History

Cresset Asset 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
2026 Q1	–	Sell	-800	Closed	-$311K	–	1715
2025 Q4	$311K	Buy	+800	New	+$322K	﹤0.01%	1283

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

Cresset Asset Management's IESC Position: Q1 2026 in Review

Cresset Asset Management sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 814 shares — an estimated $317K sold.

Cresset Asset Management first reported a position in IESC in Q4 2025 and held it in 1 quarter. The position peaked at $317K in Q4 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Cresset Asset Management reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
Cresset Asset Management sold 814 IES Holdings shares in Q1 2026, an estimated $317K.
Cresset Asset Management first reported a position in IES Holdings in Q4 2025 and held it in 1 quarter.
Cresset Asset Management's IES Holdings position peaked at $317K in Q4 2025.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.