IWM
WRK

IHT Wealth Management’s WestRock Company WRK Stock Holding History

IHT Wealth Management’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,868
Closed -$505K – 651
2019
Q3 		$505K Sell
13,868
-183
-1% -$6.54K 0.07% 313
2019
Q2 		$512K Buy
14,051
+127
+0.9% +$4.67K 0.07% 277
2019
Q1 		$534K Buy
13,924
+4,562
+49% +$178K 0.09% 257
2018
Q4 		$354K Sell
9,362
-634
-6% -$28K 0.07% 296
2018
Q3 		$534K Buy
9,996
+75
+0.8% +$4.2K 0.12% 220
2018
Q2 		$566K Buy
9,921
+225
+2% +$13.8K 0.14% 188
2018
Q1 		$601K Buy
9,696
+9,174
+1,757% +$606K 0.16% 162
2017
Q4 		$35K Buy
522
+4
+0.8% +$243 0.01% 804
2017
Q3 		$30K Hold
518
– – 0.01% 657
2017
Q2 		$35 Buy
518
+468
+936% +$25.4K 0.02% 620
2017
Q1 		$3K Sell
50
-259
-84% -$13.7K ﹤0.01% 1047
2016
Q4 		$16K Buy
+309
New +$15.2K 0.01% 703

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return