EverSource Wealth Advisors’s Installed Building Products IBP Stock Holding History

EverSource Wealth 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	$34.7K	Buy	131 +16	+14%	+$4.79K	﹤0.01%	2157
2025 Q4	$29.8K	Buy	115 +11	+11%	+$2.84K	﹤0.01%	2114
2025 Q3	$25.7K	Buy	104 +1	+1%	+$237	﹤0.01%	2167
2025 Q2	$18.6K	Buy	103 +67	+186%	+$11.2K	﹤0.01%	2355
2025 Q1	$6.17K	Buy	36 +29	+414%	+$5.23K	﹤0.01%	2394
2024 Q4	$1.23K	Sell	7 -6	-46%	-$1.3K	﹤0.01%	2894
2024 Q3	$3.2K	Sell	13 -2	-13%	-$453	﹤0.01%	2397
2024 Q2	$4.05K	Sell	15 -2	-12%	-$450	﹤0.01%	2289
2024 Q1	$4.01K	Buy	+17	New	+$3.64K	﹤0.01%	2149

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