CI
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Cavalier Investments’s IES Holdings IESC Stock Holding History

Cavalier Investments’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 		$2.65M Sell
5,560
-404
-7% -$185K 0.68% 81
2025
Q4 		$2.32M Buy
5,964
+152
+3% +$61.1K 0.72% 59
2025
Q3 		$916K Buy
5,812
+248
+4% +$85.3K 0.37% 78
2025
Q2 		$1.65M Sell
5,564
-92
-2% -$21.7K 0.5% 41
2025
Q1 		$934K Sell
5,656
-8
-0.1% -$1.67K 0.32% 58
2024
Q4 		$1.14M Buy
5,664
+192
+4% +$46.2K 0.38% 43
2024
Q3 		$1.09M Buy
+5,472
New +$887K 0.34% 59

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