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CoreCap Advisors’s Installed Building Products IBP Stock Holding History

CoreCap 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
Q2 		– Sell
-11
Closed -$2.92K – 3231
2026
Q1 		$2.92K Hold
11
– – ﹤0.01% 2314
2025
Q4 		$2.85K Hold
11
– – ﹤0.01% 2378
2025
Q3 		$2.71K Hold
11
– – ﹤0.01% 2316
2025
Q2 		$1.98K Sell
11
-7
-39% -$1.17K ﹤0.01% 2304
2025
Q1 		$3.09K Buy
18
+6
+50% +$1.08K ﹤0.01% 2231
2024
Q4 		$2.1K Sell
12
-1
-8% -$218 ﹤0.01% 2216
2024
Q3 		$3.2K Buy
13
+2
+18% +$453 ﹤0.01% 2085
2024
Q2 		$2.26K Buy
+11
New +$2.48K ﹤0.01% 1304

Other funds holding IBP

JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return