Creative Planning
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Creative Planning’s IES Holdings IESC Stock Holding History

Creative Planning’s Portfolio IESC Stock Details IESC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.22M Buy
2025
Q2 		$695K Buy
2025
Q1 		$290K Sell
2024
Q4 		$409K Buy
2024
Q3 		$329K Buy
2016
Q4 		– Sell
2016
Q3 		$2K Buy
2016
Q2 		– Sell
2016
Q1 		$9K Buy
2014
Q1 		– Sell
2013
Q4 		$0 Buy