Cambridge Investment Research Advisors
IESC icon

Cambridge Investment Research Advisors’s IES Holdings IESC Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$1.18M Buy
2,474
+1,487
+151% +$682K ﹤0.01% 2015
2025
Q4 		$384K Buy
987
+94
+11% +$37.8K ﹤0.01% 2964
2025
Q3 		$355K Sell
893
-103
-10% -$35.4K ﹤0.01% 2969
2025
Q2 		$295K Buy
+996
New +$235K ﹤0.01% 2991
2025
Q1 		– Sell
-1,120
Closed -$225K – 3563
2024
Q4 		$225K Buy
+1,120
New +$269K ﹤0.01% 3095

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