USA Financial Formulas’s Installed Building Products IBP Stock Holding History

USA Financial Formulas’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	$11.7K	Buy	44 +39	+780%	+$11.7K	﹤0.01%	296
2025 Q4	$1.3K	Buy	+5	New	+$1.29K	﹤0.01%	293
2024 Q2	–	Sell	-92	Closed	-$23.8K	–	339
2024 Q1	$23.8K	Buy	+92	New	+$19.7K	﹤0.01%	267
2023 Q4	–	Sell	-3	Closed	-$375	–	436
2023 Q3	$375	Buy	+3	New	+$424	﹤0.01%	470
2020 Q4	–	Sell	-416	Closed	-$42K	–	367
2020 Q3	$42K	Buy	+416	New	+$35.7K	0.03%	121
2020 Q2	–	Sell	-779	Closed	-$31K	–	278
2020 Q1	$31K	Buy	+779	New	+$50.4K	0.02%	143
2016 Q3	–	Sell	-19,637	Closed	-$713K	–	266
2016 Q2	$713K	Buy	+19,637	New	+$610K	0.2%	99

Other funds holding IBP

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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