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Ies Hldgs shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth Management investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Colonial River Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $757k 3.8k 199.62

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Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Intl Sel Div Etf (IDV)
Alphabet Cap Stk Cl A (GOOGL)
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Colonial River Wealth Management

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Dimensional Fund Advisors
BlackRock
Vanguard Group
Royce & Associates
AltraVue Capital
State Street Corporation
Geode Capital Management
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Invesco
Franklin Resources
Ophir Asset Management Pty
Summit Partners Public Asset Management

View all funds holding Ies Hldgs