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Ies Hldgs shares owned by Souders Financial Advisors

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Souders Financial Advisors from 13F filings

Historical chart of Souders Financial Advisors investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $383k 984 389.02
2025-09-30 $386k 970 397.65
2025-06-30 $337k 1.1k 296.23
2024-12-31 $231k 1.2k 200.96
2024-09-30 $241k 1.2k 199.62

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
T Rowe Price Etf Cap Appreciation (TCAF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Value Etf (VTV)
Procter & Gamble Company (PG)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Souders Financial Advisors

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