IWA
WRK

Icon Wealth Advisors’s WestRock Company WRK Stock Holding History

Icon Wealth Advisors’s Portfolio WRK Stock Details WRK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,691
Closed -$875K – 509
2024
Q1 		$875K Buy
17,691
+2,185
+14% +$108K 0.08% 146
2023
Q4 		$644K Buy
+15,506
New +$644K 0.07% 161
2022
Q4 		$545K Buy
+15,506
New +$545K 0.06% 182