Position in IESC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$542,913
-$161,309 QoQ
Shares Held
1,478
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#268
of 410 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IESC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Insight Wealth Strategies, LLC holds $9,731,233 across 2 Engineering & Construction names. IESC ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
4,636 | $9,188,320 | |
| 2 | IESC |
IES Holdings, Inc.
This page
|
1,478 | $542,913 |
All Filings in IESC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,913 | 739 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $704,222 | 739 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $574,971 | 739 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $587,726 | 739 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $831,813 | 1,404 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $441,834 | 1,338 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $537,768 | 1,338 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $534,183 | 1,338 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||