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Ies Hldgs shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.8M 9.3k 300.42
2026-06-30 $1.2M 2.0k 625.54
2025-12-31 $555k 1.3k 412.27
2025-09-30 $508k 1.3k 395.66
2025-06-30 $259k 846 306.41

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Vanguard Portfolio Management
First Trust Advisors
Geode Capital Management
Capital Research and Management Company - Division 3
UBS Group
Pertento Partners
Royce & Associates
Thrivent Financial for Lutherans
Susquehanna International
Arrowstreet Capital, Limited Partnership

View all funds holding Ies Hldgs