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Ies Hldgs shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Ies Hldgs

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

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Quarterly reported holdings in Ies Hldgs by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 3.7k 397.65
2025-06-30 $1.1M 3.7k 296.23

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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