SWM
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Salvus Wealth Management’s Installed Building Products IBP Stock Holding History

Salvus 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 		$2.6M Sell
11,310
-6,086
-35% -$1.48M 1.46% 19
2026
Q1 		$4.61M Sell
17,396
-130
-0.7% -$38.9K 2.68% 8
2025
Q4 		$4.55M Buy
17,526
+80
+0.5% +$20.7K 2.54% 11
2025
Q3 		$4.3M Sell
17,446
-99
-0.6% -$23.5K 2.4% 13
2025
Q2 		$3.16M Buy
17,545
+6,406
+58% +$1.07M 1.85% 16
2025
Q1 		$1.91M Buy
+11,139
New +$2.01M 1.2% 26

Other funds holding IBP

JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return