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Twin Peaks Wealth Advisors’s IES Holdings IESC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-6
Closed -$1.43K – 1149
2026
Q1 		$1.43K Buy
+6
New +$1.38K ﹤0.01% 1806
2025
Q3 		– Sell
-4
Closed -$707 – 1085
2025
Q2 		$707 Buy
+4
New +$471 ﹤0.01% 1841

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

Twin Peaks Wealth Advisors's IESC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 6 shares — an estimated $1.43K sold.

Twin Peaks Wealth Advisors first reported a position in IESC in Q2 2025 and held it in 2 quarters. The position peaked at $1.43K in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 6 IES Holdings shares in Q2 2026, an estimated $1.43K.
  • Twin Peaks Wealth Advisors first reported a position in IES Holdings in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's IES Holdings position peaked at $1.43K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.