IFG
WRK

Independent Financial Group’s WestRock Company WRK Stock Holding History

Independent Financial Group’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
2024
Q3 		– Sell
-9,020
Closed -$453K – 1217
2024
Q2 		$453K Buy
+9,020
New +$455K 0.02% 641

Other funds holding WRK

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Independent Financial Group's WRK Position: Q3 2024 in Review

Independent Financial Group sold out of WestRock Company (WRK) in Q3 2024, closing a stake of 9,020 shares — an estimated $453K sold.

Independent Financial Group first reported a position in WRK in Q2 2024 and held it in 1 quarter. The position peaked at $453K in Q2 2024. 6 funds tracked by Wall St. Rank hold WRK as of Q3 2024.

  • Independent Financial Group reported no remaining WestRock Company position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 9,020 WestRock Company shares in Q3 2024, an estimated $453K.
  • Independent Financial Group first reported a position in WestRock Company in Q2 2024 and held it in 1 quarter.
  • Independent Financial Group's WestRock Company position peaked at $453K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held WestRock Company as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.