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Ies Hldgs shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ies Hldgs by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $269k 1.3k 200.96
2024-09-30 $267k 1.3k 199.62

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Chevron Corporation (CVX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Insight Wealth Strategies

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