Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s IES Holdings IESC Stock Holding History

Carson Wealth (CWM LLC)’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 		$631K Buy
1,324
+13
+1% +$5.96K ﹤0.01% 1845
2025
Q4 		$510K Sell
1,311
-165
-11% -$66.3K ﹤0.01% 1903
2025
Q3 		$587K Buy
1,476
+163
+12% +$56.1K ﹤0.01% 1707
2025
Q2 		$389K Sell
1,313
-41
-3% -$9.66K ﹤0.01% 1714
2025
Q1 		$224K Buy
1,354
+456
+51% +$95.1K ﹤0.01% 1843
2024
Q4 		$180K Buy
898
+216
+32% +$51.9K ﹤0.01% 1894
2024
Q3 		$136K Buy
682
+100
+17% +$16.2K ﹤0.01% 1999
2024
Q2 		$81K Buy
582
+417
+253% +$58.6K ﹤0.01% 2118
2024
Q1 		$20K Buy
165
+164
+16,400% +$15.7K ﹤0.01% 2911
2023
Q4 		$0 Buy
+1
New +$70 ﹤0.01% 4316

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