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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
Q2 		– Sell
-11,120
Closed -$2.65M – 88
2026
Q1 		$2.65M Sell
11,120
-808
-7% -$185K 0.07% 81
2025
Q4 		$2.32M Buy
11,928
+304
+3% +$61.1K 0.12% 59
2025
Q3 		$916K Buy
11,624
+496
+4% +$85.4K 0.08% 78
2025
Q2 		$1.65M Sell
11,128
-184
-2% -$21.7K 0.5% 41
2025
Q1 		$934K Sell
11,312
-16
-0.1% -$1.67K 0.32% 58
2024
Q4 		$1.14M Buy
11,328
+384
+4% +$46.2K 0.38% 43
2024
Q3 		$1.09M Buy
+10,944
New +$887K 0.34% 59

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 $3.37T AUM 44.26% 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

Cavalier Investments's IESC Position: Q2 2026 in Review

Cavalier Investments sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 11,120 shares — an estimated $2.65M sold.

Cavalier Investments first reported a position in IESC in Q3 2024 and held it in 7 quarters. The position peaked at $2.65M in Q1 2026. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Cavalier Investments reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
  • Cavalier Investments sold 11,120 IES Holdings shares in Q2 2026, an estimated $2.65M.
  • Cavalier Investments first reported a position in IES Holdings in Q3 2024 and held it in 7 quarters.
  • Cavalier Investments's IES Holdings position peaked at $2.65M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.