Institute for Wealth Management’s Installed Building Products IBP Stock Holding History

Institute for Wealth Management’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	$25.3K	Buy	+110	New	+$26.7K	﹤0.01%	1060

Other funds holding IBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's IBP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Installed Building Products (IBP) in Q2 2026: 110 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings.

205 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Institute for Wealth Management held 110 shares of Installed Building Products worth $25.3K as of Q2 2026.
Installed Building Products was a new Institute for Wealth Management position in Q2 2026.
Installed Building Products made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1060 holding.
205 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.