Cambridge Investment Research Advisors
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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
Q2 		$2.03M Buy
5,526
+578
+12% +$187K ﹤0.01% 1678
2026
Q1 		$1.18M Buy
4,948
+2,974
+151% +$682K ﹤0.01% 2015
2025
Q4 		$384K Buy
1,974
+188
+11% +$37.8K ﹤0.01% 2964
2025
Q3 		$355K Sell
1,786
-206
-10% -$35.4K ﹤0.01% 2969
2025
Q2 		$295K Buy
+1,992
New +$235K ﹤0.01% 2991
2025
Q1 		– Sell
-2,240
Closed -$225K – 3563
2024
Q4 		$225K Buy
+2,240
New +$269K ﹤0.01% 3095

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cambridge Investment Research Advisors's IESC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its IES Holdings (IESC) stake by 12% in Q2 2026, buying an estimated $187K and bringing the position to 5,526 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Cambridge Investment Research Advisors first reported a position in IESC in Q4 2024 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,526 shares of IES Holdings worth $2.03M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 578 IES Holdings shares in Q2 2026, an estimated $187K.
  • IES Holdings made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1678 holding.
  • Cambridge Investment Research Advisors first reported a position in IES Holdings in Q4 2024 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.