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Peterson Wealth Services → IESC
Peterson Wealth Services IESC Position History
IES Holdings, Inc. • Construction
Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 7.8K | — | — |
| Q2 2026 | $2.7M | 3.7K | — | — |
| Q1 2026 | $1.7M | 3.7K | — | — |
| Q4 2025 | $1.3M | 3.3K | — | — |
| Q3 2025 | $1.5M | 33 | — | — |
Other funds holding IESC
$201.3M
$201.3M
$98.9M
$73M
$57.7M
$46.7M