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

Physician 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 Q3	$384	Buy	+2	New	+$452	﹤0.01%	2359
2026 Q2	–	Sell	-4	Closed	-$1.06K	–	2392
2026 Q1	$1.06K	Buy	4 +3	+300%	+$898	﹤0.01%	1648
2025 Q4	$260	Buy	+1	New	+$259	﹤0.01%	1993
2025 Q2	–	Sell	-3	Closed	-$515	–	1882
2025 Q1	$515	Buy	+3	New	+$541	﹤0.01%	1363

Other funds holding IBP

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Physician Wealth Advisors's IBP Position: Q3 2026 in Review

Physician Wealth Advisors opened a new position in Installed Building Products (IBP) in Q3 2026: 2 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #2359 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in IBP as recently as Q1 2026.

Physician Wealth Advisors first reported a position in IBP in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.06K in Q1 2026. 128 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

Physician Wealth Advisors held 2 shares of Installed Building Products worth $384 as of Q3 2026.
Installed Building Products was a new Physician Wealth Advisors position in Q3 2026.
Installed Building Products made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2359 holding.
Physician Wealth Advisors first reported a position in Installed Building Products in Q1 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Installed Building Products position peaked at $1.06K in Q1 2026.
128 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.