Cerity Partners
IESC icon

Cerity Partners’s IES Holdings IESC Stock Holding History

Cerity Partners’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 		$638K Buy
1,339
+53
+4% +$24.3K ﹤0.01% 2133
2025
Q4 		$500K Buy
1,286
+548
+74% +$220K ﹤0.01% 2110
2025
Q3 		$293K Sell
738
-110
-13% -$37.9K ﹤0.01% 2291
2025
Q2 		$251K Buy
+848
New +$200K ﹤0.01% 2239

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 $5.72T 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 $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners's IESC Position: Q1 2026 in Review

Cerity Partners increased its IES Holdings (IESC) stake by 4.1% in Q1 2026, buying an estimated $24.3K and bringing the position to 1,339 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Cerity Partners first reported a position in IESC in Q2 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Cerity Partners held 1,339 shares of IES Holdings worth $638K as of Q1 2026.
  • Cerity Partners bought 53 IES Holdings shares in Q1 2026, an estimated $24.3K.
  • IES Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2133 holding.
  • Cerity Partners first reported a position in IES Holdings in Q2 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.