IEFM
SW

IQ EQ Fund Management’s Smurfit Westrock SW Stock Holding History

IQ EQ Fund Management’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 		$216K Buy
+4,668
New +$193K 0.01% 279
2025
Q1 		– Sell
-35,551
Closed -$1.91M – 324
2024
Q4 		$1.91M Sell
35,551
-5,029
-12% -$256K 0.23% 113
2024
Q3 		$2.01M Buy
+40,580
New +$1.85M 0.21% 135

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 $3.37T AUM 44.26% 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

IQ EQ Fund Management's SW Position: Q2 2026 in Review

IQ EQ Fund Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 4,668 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: IQ EQ Fund Management previously reported a position in SW as recently as Q4 2024.

IQ EQ Fund Management first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.01M in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • IQ EQ Fund Management held 4,668 shares of Smurfit Westrock worth $216K as of Q2 2026.
  • Smurfit Westrock was a new IQ EQ Fund Management position in Q2 2026.
  • Smurfit Westrock made up 0.01% of IQ EQ Fund Management's portfolio in Q2 2026, its #279 holding.
  • IQ EQ Fund Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • IQ EQ Fund Management's Smurfit Westrock position peaked at $2.01M in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.