J.W. Coons Advisors’s International Paper IP Stock Holding History

J.W. Coons Advisors’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
2025 Q2	–	Sell	-3,750	Closed	-$200K	–	246
2025 Q1	$200K	Hold	3,750	–	–	0.05%	230
2024 Q4	$202K	Buy	+3,750	New	+$201K	0.05%	228
2024 Q3	–	Sell	-5,300	Closed	-$229K	–	242
2024 Q2	$229K	Hold	5,300	–	–	0.06%	216
2024 Q1	$207K	Buy	+5,300	New	+$192K	0.05%	234
2022 Q3	–	Sell	-5,300	Closed	-$222K	–	215
2022 Q2	$222K	Hold	5,300	–	–	0.08%	222
2022 Q1	$243K	Hold	5,300	–	–	0.07%	229
2021 Q4	$247K	Sell	5,300 -297	-5%	-$14.6K	0.07%	219
2021 Q3	$297K	Hold	5,597	–	–	0.1%	177
2021 Q2	$325K	Hold	5,597	–	–	0.12%	164
2021 Q1	$287K	Hold	5,597	–	–	0.1%	178
2020 Q4	$264K	Hold	5,597	–	–	0.1%	174
2020 Q3	$213K	Buy	+5,597	New	+$198K	0.09%	184

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return