CFFP
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Center for Financial Planning’s Installed Building Products IBP Stock Holding History

Center for Financial Planning’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 		– Sell
-7
Closed -$1.2K – 682
2025
Q1 		$1.2K Hold
7
– – ﹤0.01% 630
2024
Q4 		$1.23K Buy
+7
New +$1.52K ﹤0.01% 585

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

Center for Financial Planning's IBP Position: Q2 2025 in Review

Center for Financial Planning sold out of Installed Building Products (IBP) in Q2 2025, closing a stake of 7 shares — an estimated $1.2K sold.

Center for Financial Planning first reported a position in IBP in Q4 2024 and held it in 2 quarters. The position peaked at $1.23K in Q4 2024. 361 funds tracked by Wall St. Rank hold IBP as of Q2 2025.

  • Center for Financial Planning reported no remaining Installed Building Products position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 7 Installed Building Products shares in Q2 2025, an estimated $1.2K.
  • Center for Financial Planning first reported a position in Installed Building Products in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Installed Building Products position peaked at $1.23K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.