Cetera Investment Advisers’s IES Holdings IESC Stock Holding History

Cetera Investment Advisers’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	$5.12M	Sell	10,748 -169	-2%	-$77.5K	0.01%	1487
2025 Q4	$4.25M	Sell	10,917 -643	-6%	-$258K	﹤0.01%	1582
2025 Q3	$4.6M	Buy	11,560 +2,977	+35%	+$1.02M	0.01%	1465
2025 Q2	$2.54M	Sell	8,583 -111	-1%	-$26.2K	﹤0.01%	1668
2025 Q1	$1.44M	Buy	8,694 +20	+0.2%	+$4.17K	﹤0.01%	1986
2024 Q4	$1.74M	Buy	8,674 +10	+0.1%	+$2.4K	﹤0.01%	1754
2024 Q3	$1.73M	Sell	8,664 -26	-0.3%	-$4.21K	﹤0.01%	1729
2024 Q2	$1.21M	Buy	8,690 +190	+2%	+$26.7K	﹤0.01%	1937
2024 Q1	$1.03M	Buy	+8,500	New	+$815K	﹤0.01%	2044

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

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

Cetera Investment Advisers's IESC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its IES Holdings (IESC) stake by 1.5% in Q1 2026, selling an estimated $77.5K and leaving 10,748 shares worth $5.12M. The position accounts for 0.01% of the portfolio, ranked #1487.

Cetera Investment Advisers first reported a position in IESC in Q1 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Cetera Investment Advisers held 10,748 shares of IES Holdings worth $5.12M as of Q1 2026.
Cetera Investment Advisers sold 169 IES Holdings shares in Q1 2026, an estimated $77.5K.
IES Holdings made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1487 holding.
Cetera Investment Advisers first reported a position in IES Holdings in Q1 2024 and has held it in 9 quarters since.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.