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Avantax Advisory Services’s Installed Building Products IBP Stock Holding History

Avantax Advisory Services’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
Q2 		$229K Sell
1,271
-24
-2% -$3.99K ﹤0.01% 2111
2025
Q1 		$222K Buy
1,295
+60
+5% +$10.8K ﹤0.01% 2048
2024
Q4 		$216K Sell
1,235
-62
-5% -$13.5K ﹤0.01% 2007
2024
Q3 		$319K Buy
1,297
+5
+0.4% +$1.13K ﹤0.01% 1703
2024
Q2 		$266K Buy
+1,292
New +$291K ﹤0.01% 1774

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's IBP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Installed Building Products (IBP) stake by 1.9% in Q2 2025, selling an estimated $3.99K and leaving 1,271 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Avantax Advisory Services first reported a position in IBP in Q2 2024 and has held it in 5 quarters since. The position peaked at $319K in Q3 2024. 361 funds tracked by Wall St. Rank hold IBP as of Q2 2025.

  • Avantax Advisory Services held 1,271 shares of Installed Building Products worth $229K as of Q2 2025.
  • Avantax Advisory Services sold 24 Installed Building Products shares in Q2 2025, an estimated $3.99K.
  • Installed Building Products made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2111 holding.
  • Avantax Advisory Services first reported a position in Installed Building Products in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Installed Building Products position peaked at $319K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.