IAA
SW

Independent Advisor Alliance’s Smurfit Westrock SW Stock Holding History

Independent Advisor Alliance’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 		$252K Buy
+5,455
New +$225K 0.01% 889
2025
Q1 		– Sell
-6,421
Closed -$346K – 1403
2024
Q4 		$346K Buy
6,421
+330
+5% +$16.8K ﹤0.01% 1080
2024
Q3 		$301K Buy
+6,091
New +$277K 0.01% 562

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's SW Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Smurfit Westrock (SW) in Q2 2026: 5,455 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SW as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $346K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Independent Advisor Alliance held 5,455 shares of Smurfit Westrock worth $252K as of Q2 2026.
  • Smurfit Westrock was a new Independent Advisor Alliance position in Q2 2026.
  • Smurfit Westrock made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #889 holding.
  • Independent Advisor Alliance first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Smurfit Westrock position peaked at $346K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.