PFA
IESC icon

Petra Financial Advisors’s IES Holdings IESC Stock Holding History

Petra Financial Advisors’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 		$1.3M Sell
3,538
-148
-4% -$47.8K 0.6% 48
2026
Q1 		$878K Buy
3,686
+82
+2% +$18.8K 0.54% 53
2025
Q4 		$701K Sell
3,604
-20
-0.6% -$4.02K 0.41% 66
2025
Q3 		$721K Buy
3,624
+38
+1% +$6.54K 0.42% 66
2025
Q2 		$531K Buy
+3,586
New +$423K 0.34% 80
2025
Q1 		– Sell
-7,748
Closed -$779K – 134
2024
Q4 		$779K Sell
7,748
-50
-0.6% -$6.01K 0.53% 48
2024
Q3 		$778K Buy
7,798
+962
+14% +$78K 0.51% 55
2024
Q2 		$476K Buy
+6,836
New +$481K 0.34% 80

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

Petra Financial Advisors's IESC Position: Q2 2026 in Review

Petra Financial Advisors reduced its IES Holdings (IESC) stake by 4% in Q2 2026, selling an estimated $47.8K and leaving 3,538 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #48.

Petra Financial Advisors first reported a position in IESC in Q2 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Petra Financial Advisors held 3,538 shares of IES Holdings worth $1.3M as of Q2 2026.
  • Petra Financial Advisors sold 148 IES Holdings shares in Q2 2026, an estimated $47.8K.
  • IES Holdings made up 0.6% of Petra Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Petra Financial Advisors first reported a position in IES Holdings in Q2 2024 and has held it in 8 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.