Principal Financial Group
IESC icon

Principal Financial Group’s IES Holdings IESC Stock Holding History

Principal Financial Group’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5M Buy
69,288
+41,334
+148% +$13.3M 0.01% 840
2026
Q1 		$6.66M Sell
27,954
-5,860
-17% -$1.34M ﹤0.01% 1522
2025
Q4 		$6.58M Buy
33,814
+11,158
+49% +$2.24M ﹤0.01% 1513
2025
Q3 		$4.5M Sell
22,656
-796
-3% -$137K ﹤0.01% 1629
2025
Q2 		$3.47M Buy
23,452
+6,558
+39% +$773K ﹤0.01% 1686
2025
Q1 		$1.39M Buy
16,894
+190
+1% +$19.8K ﹤0.01% 1813
2024
Q4 		$1.68M Buy
16,704
+2,166
+15% +$260K ﹤0.01% 1813
2024
Q3 		$1.45M Buy
14,538
+5,272
+57% +$427K ﹤0.01% 1811
2024
Q2 		$646K Buy
9,266
+970
+12% +$68.2K ﹤0.01% 1905
2024
Q1 		$505K Buy
+8,296
New +$398K ﹤0.01% 1981

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group's IESC Position: Q2 2026 in Review

Principal Financial Group increased its IES Holdings (IESC) stake by 148% in Q2 2026, buying an estimated $13.3M and bringing the position to 69,288 shares worth $25.5M. The position accounts for 0.01% of the portfolio, ranked #840.

Principal Financial Group first reported a position in IESC in Q1 2024 and has held it in 10 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Principal Financial Group held 69,288 shares of IES Holdings worth $25.5M as of Q2 2026.
  • Principal Financial Group bought 41,334 IES Holdings shares in Q2 2026, an estimated $13.3M.
  • IES Holdings made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #840 holding.
  • Principal Financial Group first reported a position in IES Holdings in Q1 2024 and has held it in 10 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.