CIBC Private Wealth Group
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CIBC Private Wealth Group’s IES Holdings IESC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$60.7K Buy
156
+145
+1,318% +$58.3K ﹤0.01% 1706
2025
Q3 		$4.37K Buy
+11
New +$3.79K ﹤0.01% 2595

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's IESC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its IES Holdings (IESC) stake by 1,318% in Q4 2025, buying an estimated $58.3K and bringing the position to 156 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

CIBC Private Wealth Group first reported a position in IESC in Q3 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • CIBC Private Wealth Group held 156 shares of IES Holdings worth $60.7K as of Q4 2025.
  • CIBC Private Wealth Group bought 145 IES Holdings shares in Q4 2025, an estimated $58.3K.
  • IES Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1706 holding.
  • CIBC Private Wealth Group first reported a position in IES Holdings in Q3 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.