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CIBC World Markets’s IES Holdings IESC Stock Holding History

CIBC World Markets’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 		$233K Buy
+598
New +$240K ﹤0.01% 1060
2025
Q2 		$330K Sell
1,114
-712
-39% -$168K ﹤0.01% 1062
2025
Q1 		$301K Buy
+1,826
New +$381K ﹤0.01% 1246

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 World Markets's IESC Position: Q4 2025 in Review

CIBC World Markets opened a new position in IES Holdings (IESC) in Q4 2025: 598 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in IESC as recently as Q2 2025.

CIBC World Markets first reported a position in IESC in Q1 2025 and has held it in 3 quarters since. The position peaked at $330K in Q2 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • CIBC World Markets held 598 shares of IES Holdings worth $233K as of Q4 2025.
  • IES Holdings was a new CIBC World Markets position in Q4 2025.
  • IES Holdings made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1060 holding.
  • CIBC World Markets first reported a position in IES Holdings in Q1 2025 and has held it in 3 quarters since.
  • CIBC World Markets's IES Holdings position peaked at $330K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.