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Ies Hldgs shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Ies Hldgs

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Quarterly reported holdings in Ies Hldgs by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0k 10 397.70
2025-06-30 $3.0k 10 296.20
2025-03-31 $1.7k 10 165.10
2024-09-30 $6.0k 30 199.63

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

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