Peterson Wealth Services
- SEC CIK
- 0001906799
- Latest filing
- Jul 27, 2026
IESC holding history
IES Holdings, Inc. in every 13F filed by Peterson Wealth Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IESC overviewAll 13F holders of IESCFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,710
- Value
- $2.73M
- % of portfolio
- 0.6%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,710 | $2.73M | 0.6% | +53+1.4% | Added | Holders |
| Q1 2026 | 3,657 | $1.74M | 0.4% | +364+11.1% | Added | Holders |
| Q4 2025 | 3,293 | $1.28M | 0.3% | +3,260+9,878.8% | Added | Holders |
| Q3 2025 | 33 | $1.50M | 0.4% | −3,665−99.1% | Reduced | Holders |
| Q2 2025 | 3,698 | $1.10M | 0.3% | +143+4.0% | Added | Holders |
| Q1 2025 | 3,555 | $587.0K | 0.2% | −4,555−56.2% | Reduced | Holders |
| Q4 2024 | 8,110 | $1.63M | 0.5% | +100+1.2% | Added | Holders |
| Q3 2024 | 8,010 | $1.60M | 0.5% | +561+7.5% | Added | Holders |
| Q2 2024 | 7,449 | $1.04M | 0.4% | +512+7.4% | Added | Holders |
| Q1 2024 | 6,937 | $843.8K | 0.3% | +4,182+151.8% | Added | Holders |
| Q4 2023 | 2,755 | $218.3K | 0.1% | +2,755 | New | Holders |