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
Q2 		$5.24M Buy
14,278
+3,672
+35% +$1.19M ﹤0.01% 1370
2026
Q1 		$2.53M Buy
10,606
+2,738
+35% +$628K ﹤0.01% 1719
2025
Q4 		$1.53M Buy
7,868
+1,738
+28% +$349K ﹤0.01% 1938
2025
Q3 		$1.22M Buy
6,130
+1,438
+31% +$247K ﹤0.01% 1934
2025
Q2 		$695K Buy
4,692
+1,176
+33% +$139K ﹤0.01% 2164
2025
Q1 		$290K Sell
3,516
-556
-14% -$58K ﹤0.01% 2786
2024
Q4 		$409K Buy
4,072
+772
+23% +$92.8K ﹤0.01% 2410
2024
Q3 		$329K Buy
+3,300
New +$268K ﹤0.01% 2447
2016
Q4 		– Sell
-200
Closed -$2K – 4713
2016
Q3 		$2K Buy
+200
New +$1.54K ﹤0.01% 4223
2016
Q2 		– Sell
-1,218
Closed -$9K – 4426
2016
Q1 		$9K Buy
+1,218
New +$7.49K ﹤0.01% 3282
2014
Q1 		– Sell
-22
Closed – – 3689
2013
Q4 		$0 Buy
+22
New +$53 ﹤0.01% 3380

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

Creative Planning's IESC Position: Q2 2026 in Review

Creative Planning increased its IES Holdings (IESC) stake by 35% in Q2 2026, buying an estimated $1.19M and bringing the position to 14,278 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Creative Planning first reported a position in IESC in Q4 2013 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Creative Planning held 14,278 shares of IES Holdings worth $5.24M as of Q2 2026.
  • Creative Planning bought 3,672 IES Holdings shares in Q2 2026, an estimated $1.19M.
  • IES Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1370 holding.
  • Creative Planning first reported a position in IES Holdings in Q4 2013 and has held it in 11 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.