DiNuzzo Private Wealth’s IES Holdings IESC Stock Holding History

DiNuzzo Private Wealth’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	$4.41K	Hold	6	–	–	﹤0.01%	437
2026 Q1	$2.86K	Hold	6	–	–	﹤0.01%	525
2025 Q4	$2.33K	Hold	6	–	–	﹤0.01%	587
2025 Q3	$2.1K	Hold	6	–	–	﹤0.01%	619
2025 Q2	$1.78K	Buy	6 +3	+100%	+$707	﹤0.01%	651
2025 Q1	$496	Sell	3 -3	-50%	-$626	﹤0.01%	1048
2024 Q4	$1.21K	Buy	6 +4	+200%	+$962	﹤0.01%	776
2024 Q3	$400	Sell	2 -1	-33%	-$162	﹤0.01%	1174
2024 Q2	$418	Buy	+3	New	+$422	﹤0.01%	1099

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

DiNuzzo Private Wealth's IESC Position: Q2 2026 in Review

DiNuzzo Private Wealth held its IES Holdings (IESC) position steady in Q2 2026 at 6 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

DiNuzzo Private Wealth first reported a position in IESC in Q2 2024 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

DiNuzzo Private Wealth held 6 shares of IES Holdings worth $4.41K as of Q2 2026.
DiNuzzo Private Wealth left its IES Holdings share count unchanged in Q2 2026.
IES Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #437 holding.
DiNuzzo Private Wealth first reported a position in IES Holdings in Q2 2024 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.