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Ies Hldgs shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2026-09-30 $247k 770 320.89

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds MRNGSTR SM CP GR (VBK)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds MRNGSTR MD CP GR (VOT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Ies Hldgs

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

View all funds holding Ies Hldgs