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
2,648
+26
+1% +$5.96K ﹤0.01% 1845
2025
Q4 		$510K Sell
2,622
-330
-11% -$66.3K ﹤0.01% 1903
2025
Q3 		$587K Buy
2,952
+326
+12% +$56.1K ﹤0.01% 1707
2025
Q2 		$389K Sell
2,626
-82
-3% -$9.66K ﹤0.01% 1714
2025
Q1 		$224K Buy
2,708
+912
+51% +$95.1K ﹤0.01% 1843
2024
Q4 		$180K Buy
1,796
+432
+32% +$51.9K ﹤0.01% 1894
2024
Q3 		$136K Buy
1,364
+200
+17% +$16.2K ﹤0.01% 1999
2024
Q2 		$81K Buy
1,164
+834
+253% +$58.6K ﹤0.01% 2118
2024
Q1 		$20K Buy
330
+328
+16,400% +$15.7K ﹤0.01% 2911
2023
Q4 		$0 Buy
+2
New +$70 ﹤0.01% 4315

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IESC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its IES Holdings (IESC) stake by 0.99% in Q1 2026, buying an estimated $5.96K and bringing the position to 2,648 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Carson Wealth (CWM LLC) first reported a position in IESC in Q4 2023 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,648 shares of IES Holdings worth $631K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26 IES Holdings shares in Q1 2026, an estimated $5.96K.
  • IES Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1845 holding.
  • Carson Wealth (CWM LLC) first reported a position in IES Holdings in Q4 2023 and has held it in 10 quarters since.
  • 351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.