Principal Securities’s IES Holdings IESC Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-3	Closed	-$1.19K	–	2376
2025 Q3	$1.19K	Buy	+3	New	+$1.03K	﹤0.01%	3364

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's IESC Position: Q4 2025 in Review

Principal Securities sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 3 shares — an estimated $1.19K sold.

Principal Securities first reported a position in IESC in Q3 2025 and held it in 1 quarter. The position peaked at $1.19K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

Principal Securities reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 3 IES Holdings shares in Q4 2025, an estimated $1.19K.
Principal Securities first reported a position in IES Holdings in Q3 2025 and held it in 1 quarter.
Principal Securities's IES Holdings position peaked at $1.19K in Q3 2025.
344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.