PWMG
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Private Wealth Management Group’s Installed Building Products IBP Stock Holding History

Private Wealth Management Group’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 		$7.42K Hold
28
– – ﹤0.01% 621
2025
Q4 		$7.26K Hold
28
– – ﹤0.01% 626
2025
Q3 		$6.91K Hold
28
– – ﹤0.01% 661
2025
Q2 		$5.05K Sell
28
-8
-22% -$1.33K ﹤0.01% 753
2025
Q1 		$6.17K Hold
36
– – ﹤0.01% 641
2024
Q4 		$6.31K Sell
36
-7
-16% -$1.52K ﹤0.01% 648
2024
Q3 		$10.6K Buy
43
+7
+19% +$1.58K ﹤0.01% 440
2024
Q2 		$7.41K Hold
36
– – ﹤0.01% 543
2024
Q1 		$9.31K Hold
36
– – ﹤0.01% 423
2023
Q4 		$6.58K Buy
+36
New +$5.05K ﹤0.01% 533

Other funds holding IBP

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TAM
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
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