Creative Planning
IESC icon

Creative Planning’s IES Holdings IESC Stock Holding History

Creative Planning’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 		$2.53M Buy
5,303
+1,369
+35% +$628K ﹤0.01% 1719
2025
Q4 		$1.53M Buy
3,934
+869
+28% +$349K ﹤0.01% 1938
2025
Q3 		$1.22M Buy
3,065
+719
+31% +$247K ﹤0.01% 1934
2025
Q2 		$695K Buy
2,346
+588
+33% +$139K ﹤0.01% 2164
2025
Q1 		$290K Sell
1,758
-278
-14% -$58K ﹤0.01% 2786
2024
Q4 		$409K Buy
2,036
+386
+23% +$92.8K ﹤0.01% 2410
2024
Q3 		$329K Buy
+1,650
New +$268K ﹤0.01% 2447
2016
Q4 		– Sell
-100
Closed -$2K – 4713
2016
Q3 		$2K Buy
+100
New +$1.54K ﹤0.01% 4223
2016
Q2 		– Sell
-609
Closed -$9K – 4426
2016
Q1 		$9K Buy
+609
New +$7.48K ﹤0.01% 3282
2014
Q1 		– Sell
-11
Closed – – 3689
2013
Q4 		$0 Buy
+11
New +$53 ﹤0.01% 3380

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Creative Planning's IESC Position: Q1 2026 in Review

Creative Planning increased its IES Holdings (IESC) stake by 35% in Q1 2026, buying an estimated $628K and bringing the position to 5,303 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Creative Planning first reported a position in IESC in Q4 2013 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Creative Planning held 5,303 shares of IES Holdings worth $2.53M as of Q1 2026.
  • Creative Planning bought 1,369 IES Holdings shares in Q1 2026, an estimated $628K.
  • IES Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1719 holding.
  • Creative Planning first reported a position in IES Holdings in Q4 2013 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.