PTC
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Private Trust Company’s IES Holdings IESC Stock Holding History

Private Trust Company’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 		$13.2K Sell
36
-2
-5% -$646 ﹤0.01% 1970
2026
Q1 		$9.05K Hold
38
– – ﹤0.01% 2014
2025
Q4 		$7.39K Buy
38
+30
+375% +$6.03K ﹤0.01% 2045
2025
Q3 		$1.59K Hold
8
– – ﹤0.01% 2375
2025
Q2 		$1.19K Buy
+8
New +$943 ﹤0.01% 2347

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 $3.38T AUM 44.17% 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

Private Trust Company's IESC Position: Q2 2026 in Review

Private Trust Company reduced its IES Holdings (IESC) stake by 5.3% in Q2 2026, selling an estimated $646 and leaving 36 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Private Trust Company first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Private Trust Company held 36 shares of IES Holdings worth $13.2K as of Q2 2026.
  • Private Trust Company sold 2 IES Holdings shares in Q2 2026, an estimated $646.
  • IES Holdings made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1970 holding.
  • Private Trust Company first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.