Clearstead Advisors’s Installed Building Products IBP Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-128	Closed	-$33.2K	–	2534
2025 Q4	$33.2K	Buy	128 +24	+23%	+$6.21K	﹤0.01%	1551
2025 Q3	$25.7K	Sell	104 -249	-71%	-$59.1K	﹤0.01%	1531
2025 Q2	$63.7K	Buy	353 +87	+33%	+$14.5K	﹤0.01%	1207
2025 Q1	$45.6K	Sell	266 -54	-17%	-$9.74K	﹤0.01%	1194
2024 Q4	$56.1K	Sell	320 -6	-2%	-$1.3K	﹤0.01%	1135
2024 Q3	$80.3K	Buy	326 +272	+504%	+$61.5K	﹤0.01%	1082
2024 Q2	$11.1K	Buy	54 +3	+6%	+$676	﹤0.01%	1532
2024 Q1	$11.6K	Buy	51 +22	+76%	+$4.71K	﹤0.01%	1033
2023 Q4	$5.3K	Buy	+29	New	+$4.07K	﹤0.01%	1158

Other funds holding IBP

BlackRock New York $5.7T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Geode Capital Management

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

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

Dimensional Fund Advisors

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