IFWM
IP icon

Institute for Wealth Management’s International Paper IP Stock Holding History

Institute for Wealth Management’s Portfolio IP Stock Details IP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Buy
+3,566
New +$122K 0.01% 616
2025
Q4 		– Sell
-4,351
Closed -$202K – 564
2025
Q3 		$202K Buy
4,351
+1
+0% +$49 0.02% 545
2025
Q2 		$204K Buy
4,350
+2
+0% +$95 0.02% 538
2025
Q1 		$232K Sell
4,348
-48
-1% -$2.63K 0.03% 479
2024
Q4 		$237K Sell
4,396
-79
-2% -$4.24K 0.03% 455
2024
Q3 		$219K Buy
+4,475
New +$209K 0.03% 504
2023
Q2 		– Sell
-5,789
Closed -$209K – 466
2023
Q1 		$209K Sell
5,789
-98
-2% -$3.63K 0.04% 424
2022
Q4 		$204K Sell
5,887
-1,535
-21% -$53.1K 0.04% 428
2022
Q3 		$235K Sell
7,422
-98
-1% -$4.01K 0.05% 385
2022
Q2 		$315K Sell
7,520
-54
-0.7% -$2.51K 0.06% 379
2022
Q1 		$350K Sell
7,574
-13
-0.2% -$599 0.06% 378
2021
Q4 		$356K Sell
7,587
-424
-5% -$20.9K 0.06% 337
2021
Q3 		$424K Sell
8,011
-188
-2% -$10.5K 0.07% 300
2021
Q2 		$476K Sell
8,199
-59
-0.7% -$3.37K 0.08% 284
2021
Q1 		$423K Sell
8,258
-526
-6% -$25.6K 0.08% 293
2020
Q4 		$414K Buy
8,784
+4
+0% +$179 0.08% 291
2020
Q3 		$337K Sell
8,780
-276
-3% -$9.74K 0.08% 298
2020
Q2 		$302K Sell
9,056
-406
-4% -$12.9K 0.07% 321
2020
Q1 		$279K Buy
9,462
+540
+6% +$20K 0.09% 294
2019
Q4 		$389K Sell
8,922
-99
-1% -$4.15K 0.09% 296
2019
Q3 		$357K Sell
9,021
-351
-4% -$13.7K 0.09% 292
2019
Q2 		$384K Sell
9,372
-859
-8% -$36.4K 0.09% 299
2019
Q1 		$448K Buy
+10,231
New +$443K 0.1% 260
2018
Q4 		– Sell
-11,517
Closed -$556K – 301
2018
Q3 		$556K Sell
11,517
-4
-0% -$198 0.19% 152
2018
Q2 		$568K Buy
11,521
+289
+3% +$14.8K 0.18% 154
2018
Q1 		$547K Sell
11,232
-1,160
-9% -$64.4K 0.16% 182
2017
Q4 		$682K Buy
12,392
+1,428
+13% +$76.7K 0.16% 184
2017
Q3 		$588K Buy
10,964
+23
+0.2% +$1.21K 0.19% 167
2017
Q2 		$585K Buy
+10,941
New +$553K 0.16% 197

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Institute for Wealth Management's IP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in International Paper (IP) in Q2 2026: 3,566 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IP as recently as Q3 2025.

Institute for Wealth Management first reported a position in IP in Q2 2017 and has held it in 29 quarters since. The position peaked at $682K in Q4 2017. 858 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Institute for Wealth Management held 3,566 shares of International Paper worth $136K as of Q2 2026.
  • International Paper was a new Institute for Wealth Management position in Q2 2026.
  • International Paper made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Institute for Wealth Management first reported a position in International Paper in Q2 2017 and has held it in 29 quarters since.
  • Institute for Wealth Management's International Paper position peaked at $682K in Q4 2017.
  • 858 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.