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Integrated Wealth Concepts’s Installed Building Products IBP Stock Holding History

Integrated Wealth Concepts’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 		$243K Sell
1,056
-27
-2% -$6.56K ﹤0.01% 2213
2026
Q1 		$287K Buy
+1,083
New +$324K ﹤0.01% 1890
2025
Q4 		– Sell
-902
Closed -$223K – 1825
2025
Q3 		$223K Buy
+902
New +$214K ﹤0.01% 1795
2024
Q4 		– Sell
-3,395
Closed -$836K – 1750
2024
Q3 		$836K Buy
3,395
+1,525
+82% +$345K 0.01% 874
2024
Q2 		$385K Buy
1,870
+828
+79% +$186K 0.01% 1175
2024
Q1 		$270K Buy
+1,042
New +$223K ﹤0.01% 1378

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's IBP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Installed Building Products (IBP) stake by 2.5% in Q2 2026, selling an estimated $6.56K and leaving 1,056 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Integrated Wealth Concepts first reported a position in IBP in Q1 2024 and has held it in 6 quarters since. The position peaked at $836K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Integrated Wealth Concepts held 1,056 shares of Installed Building Products worth $243K as of Q2 2026.
  • Integrated Wealth Concepts sold 27 Installed Building Products shares in Q2 2026, an estimated $6.56K.
  • Installed Building Products made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2213 holding.
  • Integrated Wealth Concepts first reported a position in Installed Building Products in Q1 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Installed Building Products position peaked at $836K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.