IA
SW

IFP Advisors’s Smurfit Westrock SW Stock Holding History

IFP Advisors’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123K Sell
2,652
-19
-0.7% -$785 ﹤0.01% 1837
2026
Q1 		$106K Buy
2,671
+2,206
+474% +$95.1K ﹤0.01% 1806
2025
Q4 		$18K Buy
465
+13
+3% +$496 ﹤0.01% 2769
2025
Q3 		$19.2K Buy
+452
New +$20.5K ﹤0.01% 2590
2025
Q2 		– Sell
-149
Closed -$6.38K – 2732
2025
Q1 		$6.71K Sell
149
-335
-69% -$17K ﹤0.01% 2718
2024
Q4 		$26.1K Sell
484
-15,332
-97% -$781K ﹤0.01% 2126
2024
Q3 		$782K Buy
+15,816
New +$719K 0.03% 541

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IFP Advisors's SW Position: Q2 2026 in Review

IFP Advisors reduced its Smurfit Westrock (SW) stake by 0.71% in Q2 2026, selling an estimated $785 and leaving 2,652 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

IFP Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $782K in Q3 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • IFP Advisors held 2,652 shares of Smurfit Westrock worth $123K as of Q2 2026.
  • IFP Advisors sold 19 Smurfit Westrock shares in Q2 2026, an estimated $785.
  • Smurfit Westrock made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1837 holding.
  • IFP Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • IFP Advisors's Smurfit Westrock position peaked at $782K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.