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Ies Hldgs shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 3.6k 397.65
2025-06-30 $884k 3.0k 296.23
2025-03-31 $411k 2.5k 165.11
2024-12-31 $493k 2.5k 200.96
2024-09-30 $328k 1.6k 199.62

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Ishares Tr Core Total Usd (IUSB)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Vanguard Group
BlackRock
Dimensional Fund Advisors
First Trust Advisors
Geode Capital Management
State Street Corporation
Pertento Partners
Royce & Associates
AltraVue Capital
Franklin Resources
Thrivent Financial for Lutherans
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Ies Hldgs