Cerity Partners
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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
Q2 		$943K Sell
2,566
-112
-4% -$36.2K ﹤0.01% 2039
2026
Q1 		$638K Buy
2,678
+106
+4% +$24.3K ﹤0.01% 2133
2025
Q4 		$500K Buy
2,572
+1,096
+74% +$220K ﹤0.01% 2110
2025
Q3 		$293K Sell
1,476
-220
-13% -$37.9K ﹤0.01% 2291
2025
Q2 		$251K Buy
+1,696
New +$200K ﹤0.01% 2239

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 $3.38T AUM 44.17% 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

Cerity Partners's IESC Position: Q2 2026 in Review

Cerity Partners reduced its IES Holdings (IESC) stake by 4.2% in Q2 2026, selling an estimated $36.2K and leaving 2,566 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Cerity Partners first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Cerity Partners held 2,566 shares of IES Holdings worth $943K as of Q2 2026.
  • Cerity Partners sold 112 IES Holdings shares in Q2 2026, an estimated $36.2K.
  • IES Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2039 holding.
  • Cerity Partners first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.