IWA
SW

Icon Wealth Advisors’s Smurfit Westrock plc SW Stock Holding History

Icon Wealth Advisors’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$685K Buy
15,885
+49
+0.3% +$2.11K 0.05% 216
2025
Q1 		$714K Buy
15,836
+65
+0.4% +$2.93K 0.06% 180
2024
Q4 		$849K Buy
15,771
+265
+2% +$14.3K 0.07% 160
2024
Q3 		$766K Buy
+15,506
New +$766K 0.06% 163