TPWA
IESC icon

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
Q1 		$1.43K Buy
+3
New +$1.38K ﹤0.01% 1806
2025
Q3 		– Sell
-2
Closed -$707 – 1085
2025
Q2 		$707 Buy
+2
New +$471 ﹤0.01% 1841

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Twin Peaks Wealth Advisors's IESC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in IES Holdings (IESC) in Q1 2026: 3 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IESC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IESC in Q2 2025 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3 shares of IES Holdings worth $1.43K as of Q1 2026.
  • IES Holdings was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • IES Holdings made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1806 holding.
  • Twin Peaks Wealth Advisors first reported a position in IES Holdings in Q2 2025 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.