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BlueSky Wealth Advisors, LLC → IESC

BlueSky Wealth Advisors, LLC IESC Position History

IES Holdings, Inc. • Construction

Quarters held
4
Latest value
$708K
Q3 2026
Peak value
$808K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$428K
Q1 2026$524K
Q2 2026$808K
Q3 2026$708K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$708K2.2K——
Q2 2026$808K1.1K——
Q1 2026$524K1.1K——
Q4 2025$428K1.1K——

Other funds holding IESC

Other BlueSky Wealth Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$167.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$142.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$141.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$125.3M
VGES

VANGUARD SCOTTSDALE FDS

$65.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.1M
VGES

VANGUARD SCOTTSDALE FDS

$49.7M
VGES

VANGUARD INDEX FDS

$49.4M