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Pinnacle Wealth Planning Services’s IES Holdings IESC Stock Holding History

Pinnacle Wealth Planning 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 		$188K Sell
512
-70
-12% -$22.6K 0.02% 551
2026
Q1 		$139K Sell
582
-64
-10% -$14.7K 0.01% 629
2025
Q4 		$126K Buy
+646
New +$130K 0.01% 668
2021
Q1 		– Sell
-358
Closed -$8K – 1100
2020
Q4 		$8K Buy
+358
New +$7K ﹤0.01% 1468

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

Pinnacle Wealth Planning Services's IESC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its IES Holdings (IESC) stake by 12% in Q2 2026, selling an estimated $22.6K and leaving 512 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #551.

Pinnacle Wealth Planning Services first reported a position in IESC in Q4 2020 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 512 shares of IES Holdings worth $188K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 70 IES Holdings shares in Q2 2026, an estimated $22.6K.
  • IES Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #551 holding.
  • Pinnacle Wealth Planning Services first reported a position in IES Holdings in Q4 2020 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.