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 Q3	$3.85K	Hold	12	–	–	﹤0.01%	466
2026 Q2	$4.41K	Hold	12	–	–	﹤0.01%	437
2026 Q1	$2.86K	Hold	12	–	–	﹤0.01%	525
2025 Q4	$2.34K	Hold	12	–	–	﹤0.01%	587
2025 Q3	$2.1K	Hold	12	–	–	﹤0.01%	619
2025 Q2	$1.78K	Buy	12 +6	+100%	+$707	﹤0.01%	651
2025 Q1	$496	Sell	6 -6	-50%	-$626	﹤0.01%	1048
2024 Q4	$1.21K	Buy	12 +8	+200%	+$962	﹤0.01%	776
2024 Q3	$400	Sell	4 -2	-33%	-$162	﹤0.01%	1174
2024 Q2	$418	Buy	+6	New	+$422	﹤0.01%	1099

Other funds holding IESC

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

DiNuzzo Private Wealth's IESC Position: Q3 2026 in Review

DiNuzzo Private Wealth held its IES Holdings (IESC) position steady in Q3 2026 at 12 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

DiNuzzo Private Wealth first reported a position in IESC in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.41K in Q2 2026. 103 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

DiNuzzo Private Wealth held 12 shares of IES Holdings worth $3.85K as of Q3 2026.
DiNuzzo Private Wealth left its IES Holdings share count unchanged in Q3 2026.
IES Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #466 holding.
DiNuzzo Private Wealth first reported a position in IES Holdings in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's IES Holdings position peaked at $4.41K in Q2 2026.
103 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.