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Arete Wealth Advisors’s Installed Building Products IBP Stock Holding History

Arete Wealth Advisors’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,159
Closed -$779K – 791
2025
Q3 		$779K Buy
+3,159
New +$750K 0.05% 330

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Arete Wealth Advisors's IBP Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Installed Building Products (IBP) in Q4 2025, closing a stake of 3,159 shares — an estimated $779K sold.

Arete Wealth Advisors first reported a position in IBP in Q3 2025 and held it in 1 quarter. The position peaked at $779K in Q3 2025. 435 funds tracked by Wall St. Rank hold IBP as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Installed Building Products position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,159 Installed Building Products shares in Q4 2025, an estimated $779K.
  • Arete Wealth Advisors first reported a position in Installed Building Products in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Installed Building Products position peaked at $779K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.