Back to IESC
Insight Wealth Strategies, LLC → IESC
Insight Wealth Strategies, LLC IESC Position History
IES Holdings, Inc. • Construction
Quarters held
4
Latest value
$475K
Q3 2026
Peak value
$517K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $287K |
| Q1 2026 | $352K |
| Q2 2026 | $517K |
| Q3 2026 | $475K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $475K | 1.5K | — | — |
| Q2 2026 | $517K | 739 | — | — |
| Q1 2026 | $352K | 739 | — | — |
| Q4 2025 | $287K | 739 | — | — |
Other funds holding IESC
$201.3M
$201.3M
$98.9M
$73M
$57.7M
$46.7M