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Ies Hldgs shares owned by Brian McDonald

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Ies Hldgs

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All positions including Ies Hldgs held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 125 121.65
2023-09-30 $8.2k 125 65.88

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Dimensional Fund Advisors
BlackRock
Vanguard Group
AltraVue Capital
Royce & Associates
Morgan Stanley
Geode Capital Management
State of Wyoming
Northern Trust
Charles Schwab Investment Management
Assenagon Asset Management
Arrowstreet Capital, Limited Partnership
Legato Capital Management

View all funds holding Ies Hldgs