Covestor’s Installed Building Products IBP Stock Holding History

Covestor’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	$20K	Sell	77 -70	-48%	-$21K	0.01%	1111
2025 Q4	$38K	Sell	147 -379	-72%	-$98K	0.02%	1014
2025 Q3	$130K	Buy	526 +74	+16%	+$17.6K	0.07%	419
2025 Q2	$82K	Sell	452 -105	-19%	-$17.5K	0.05%	665
2025 Q1	$96K	Buy	557 +267	+92%	+$48.2K	0.06%	519
2024 Q4	$51K	Buy	290 +11	+4%	+$2.39K	0.03%	850
2024 Q3	$69K	Sell	279 -109	-28%	-$24.7K	0.04%	725
2024 Q2	$80K	Sell	388 -55	-12%	-$12.4K	0.05%	632
2024 Q1	$115K	Sell	443 -239	-35%	-$51.2K	0.07%	441
2023 Q4	$125K	Sell	682 -411	-38%	-$57.7K	0.09%	353
2023 Q3	$137K	Buy	1,093 +9	+0.8%	+$1.27K	0.1%	259
2023 Q2	$152K	Buy	1,084 +122	+13%	+$14.4K	0.12%	233
2023 Q1	$110K	Buy	962 +73	+8%	+$7.87K	0.1%	327
2022 Q4	$76K	Buy	889 +166	+23%	+$14K	0.06%	539
2022 Q3	$59K	Buy	723 +511	+241%	+$47.3K	0.05%	632
2022 Q2	$18K	Sell	212 -370	-64%	-$31.6K	0.01%	1002
2022 Q1	$49K	Buy	582 +308	+112%	+$32.6K	0.03%	811
2021 Q4	$38K	Buy	+274	New	+$35K	0.05%	680

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