Peterson Wealth Services’s IES Holdings IESC Stock Holding History

Peterson Wealth Services’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	$2.51M	Buy	7,818 +398	+5%	+$132K	0.53%	44
2026 Q2	$2.73M	Buy	7,420 +106	+1%	+$34.2K	0.59%	45
2026 Q1	$1.74M	Buy	7,314 +728	+11%	+$167K	0.43%	52
2025 Q4	$1.28M	Buy	6,586 +6,520	+9,879%	+$1.31M	0.33%	58
2025 Q3	$1.5M	Sell	66 -7,330	-99%	-$1.26M	0.37%	52
2025 Q2	$1.1M	Buy	7,396 +286	+4%	+$33.7K	0.3%	56
2025 Q1	$587K	Sell	7,110 -9,110	-56%	-$950K	0.18%	79
2024 Q4	$1.63M	Buy	16,220 +200	+1%	+$24K	0.49%	51
2024 Q3	$1.6M	Buy	16,020 +1,122	+8%	+$91K	0.51%	51
2024 Q2	$1.04M	Buy	14,898 +1,024	+7%	+$72K	0.36%	57
2024 Q1	$844K	Buy	13,874 +8,364	+152%	+$401K	0.31%	63
2023 Q4	$218K	Buy	+5,510	New	+$192K	0.09%	95

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Peterson Wealth Services's IESC Position: Q3 2026 in Review

Peterson Wealth Services increased its IES Holdings (IESC) stake by 5.4% in Q3 2026, buying an estimated $132K and bringing the position to 7,818 shares worth $2.51M. The position accounts for 0.53% of the portfolio, ranked #44.

Peterson Wealth Services first reported a position in IESC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.73M in Q2 2026. 116 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

Peterson Wealth Services held 7,818 shares of IES Holdings worth $2.51M as of Q3 2026.
Peterson Wealth Services bought 398 IES Holdings shares in Q3 2026, an estimated $132K.
IES Holdings made up 0.53% of Peterson Wealth Services's portfolio in Q3 2026, its #44 holding.
Peterson Wealth Services first reported a position in IES Holdings in Q4 2023 and has held it in 12 quarters since.
Peterson Wealth Services's IES Holdings position peaked at $2.73M in Q2 2026.
116 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.