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Ies Hldgs shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Ies Hldgs

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All positions including Ies Hldgs held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 2.5k 476.47

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View all positions for Evolve Private Wealth

Top funds holding Ies Hldgs

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

View all funds holding Ies Hldgs