IPWA
SW

International Private Wealth Advisors’s Smurfit Westrock SW Stock Holding History

International Private Wealth 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 		$431K Buy
+9,314
New +$385K 0.22% 86
2026
Q1 		– Sell
-7,152
Closed -$277K – 163
2025
Q4 		$277K Buy
7,152
+245
+4% +$9.34K 0.17% 126
2025
Q3 		$294K Sell
6,907
-713
-9% -$32.3K 0.19% 126
2025
Q2 		$329K Buy
+7,620
New +$326K 0.28% 104

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

International Private Wealth Advisors's SW Position: Q2 2026 in Review

International Private Wealth Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 9,314 shares worth $431K. The stake represents 0.22% of the portfolio and ranks #86 among its holdings. This is a return to the name: International Private Wealth Advisors previously reported a position in SW as recently as Q4 2025.

International Private Wealth Advisors first reported a position in SW in Q2 2025 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • International Private Wealth Advisors held 9,314 shares of Smurfit Westrock worth $431K as of Q2 2026.
  • Smurfit Westrock was a new International Private Wealth Advisors position in Q2 2026.
  • Smurfit Westrock made up 0.22% of International Private Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • International Private Wealth Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.