Position in IESC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$29,064
+$5,334 QoQ
Shares Held
61
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IESC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026True Wealth Design, LLC holds $1,176,558 across 32 Engineering & Construction names. IESC ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
447 | $616,408 | |
| 2 | MTZ |
Mastec Inc
|
459 | $147,678 | |
| 3 | EME |
EMCOR Group, Inc.
|
141 | $104,101 | |
| 4 | AGX |
Argan Inc
|
92 | $50,107 | |
| 5 | FER |
Ferrovial N.V.
|
575 | $37,403 | |
| 6 | J |
Jacobs Solutions Inc.
|
281 | $35,765 | |
| 7 | IESC |
IES Holdings, Inc.
This page
|
61 | $29,064 | |
| 8 | APG |
APi Group Corp
|
708 | $28,688 |
All Filings in IESC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,064 | 61 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,730 | 61 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $24,256 | 61 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,070 | 61 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,797 | 23 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,004 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $399 | 2 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||