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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
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

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

Peterson Wealth Services's IESC Position: Q2 2026 in Review

Peterson Wealth Services increased its IES Holdings (IESC) stake by 1.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 7,420 shares worth $2.73M. The position accounts for 0.59% of the portfolio, ranked #45.

Peterson Wealth Services first reported a position in IESC in Q4 2023 and has held it in 11 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Peterson Wealth Services held 7,420 shares of IES Holdings worth $2.73M as of Q2 2026.
  • Peterson Wealth Services bought 106 IES Holdings shares in Q2 2026, an estimated $34.2K.
  • IES Holdings made up 0.59% of Peterson Wealth Services's portfolio in Q2 2026, its #45 holding.
  • Peterson Wealth Services first reported a position in IES Holdings in Q4 2023 and has held it in 11 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.