IndexIQ Advisors’s IES Holdings IESC Stock Holding History

IndexIQ Advisors’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
2022 Q1	$398K	Buy	19,812 +3,058	+18%	+$69K	0.01%	728
2021 Q4	$424K	Sell	16,754 -1,084	-6%	-$27.1K	0.01%	726
2021 Q3	$408K	Buy	17,838 +1,788	+11%	+$43.5K	0.01%	803
2021 Q2	$412K	Sell	16,050 -60	-0.4%	-$1.55K	0.01%	660
2021 Q1	$406K	Buy	+16,110	New	+$388K	0.01%	565
2018 Q1	–	Sell	-155,628	Closed	-$1.34M	–	614
2017 Q4	$1.34M	Buy	155,628 +59,860	+63%	+$540K	0.05%	311
2017 Q3	$828K	Buy	95,768 +43,438	+83%	+$361K	0.04%	341
2017 Q2	$475K	Buy	+52,330	New	+$453K	0.02%	327

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IndexIQ Advisors's IESC Position: Q1 2022 in Review

IndexIQ Advisors increased its IES Holdings (IESC) stake by 18% in Q1 2022, buying an estimated $69K and bringing the position to 19,812 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #728.

IndexIQ Advisors first reported a position in IESC in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2017. 94 funds tracked by Wall St. Rank hold IESC as of Q1 2022.

IndexIQ Advisors held 19,812 shares of IES Holdings worth $398K as of Q1 2022.
IndexIQ Advisors bought 3,058 IES Holdings shares in Q1 2022, an estimated $69K.
IES Holdings made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #728 holding.
IndexIQ Advisors first reported a position in IES Holdings in Q2 2017 and has held it in 8 quarters since.
IndexIQ Advisors's IES Holdings position peaked at $1.34M in Q4 2017.
94 funds tracked by Wall St. Rank held IES Holdings as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.