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Ies Hldgs shares owned by Oakwell Private Wealth Management

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

Historical chart of Oakwell Private Wealth Management investment in Ies Hldgs

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

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Quarterly reported holdings in Ies Hldgs by Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $941k 2.4k 397.65
2025-06-30 $701k 2.4k 296.23
2025-03-31 $1.7M 10k 165.11

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Oakwell Private Wealth 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