Cetera Investment Advisers
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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
Q2 		$10.1M Buy
27,576
+6,080
+28% +$1.96M 0.01% 1142
2026
Q1 		$5.12M Sell
21,496
-338
-2% -$77.5K 0.01% 1487
2025
Q4 		$4.25M Sell
21,834
-1,286
-6% -$258K ﹤0.01% 1582
2025
Q3 		$4.6M Buy
23,120
+5,954
+35% +$1.02M 0.01% 1465
2025
Q2 		$2.54M Sell
17,166
-222
-1% -$26.2K ﹤0.01% 1668
2025
Q1 		$1.44M Buy
17,388
+40
+0.2% +$4.17K ﹤0.01% 1986
2024
Q4 		$1.74M Buy
17,348
+20
+0.1% +$2.4K ﹤0.01% 1754
2024
Q3 		$1.73M Sell
17,328
-52
-0.3% -$4.22K ﹤0.01% 1729
2024
Q2 		$1.21M Buy
17,380
+380
+2% +$26.7K ﹤0.01% 1937
2024
Q1 		$1.03M Buy
+17,000
New +$815K ﹤0.01% 2044

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

Cetera Investment Advisers's IESC Position: Q2 2026 in Review

Cetera Investment Advisers increased its IES Holdings (IESC) stake by 28% in Q2 2026, buying an estimated $1.96M and bringing the position to 27,576 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1142.

Cetera Investment Advisers first reported a position in IESC in Q1 2024 and has held it in 10 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Cetera Investment Advisers held 27,576 shares of IES Holdings worth $10.1M as of Q2 2026.
  • Cetera Investment Advisers bought 6,080 IES Holdings shares in Q2 2026, an estimated $1.96M.
  • IES Holdings made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1142 holding.
  • Cetera Investment Advisers first reported a position in IES Holdings in Q1 2024 and has held it in 10 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.