Rise Advisors’s International Paper IP Stock Holding History

Rise 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 Q4	–	Sell	-480	Closed	-$22.3K	–	744
2025 Q3	$22.3K	Buy	480 +10	+2%	+$488	0.01%	519
2025 Q2	$22K	Buy	470 +1	+0.2%	+$47	0.01%	477
2025 Q1	$25K	Buy	469 +346	+281%	+$18.9K	0.01%	396
2024 Q4	$6.61K	Buy	123 +1	+0.8%	+$54	﹤0.01%	1039
2024 Q3	$5.95K	Buy	122 +1	+0.8%	+$47	﹤0.01%	1070
2024 Q2	$5.21K	Buy	121 +2	+2%	+$81	﹤0.01%	1074
2024 Q1	$4.66K	Buy	119 +1	+0.8%	+$36	﹤0.01%	1093
2023 Q4	$4.26K	Buy	118 +2	+2%	+$70	﹤0.01%	393
2023 Q3	$4.13K	Buy	116 +1	+0.9%	+$34	﹤0.01%	392
2023 Q2	$3.65K	Buy	115 +2	+2%	+$66	﹤0.01%	445
2023 Q1	$4.08K	Buy	113 +1	+0.9%	+$37	﹤0.01%	481
2022 Q4	$3.87K	Buy	112 +2	+2%	+$69	﹤0.01%	478
2022 Q3	$3K	Buy	110 +1	+0.9%	+$41	﹤0.01%	498
2022 Q2	$5K	Buy	109 +1	+0.9%	+$46	0.01%	441
2022 Q1	$5K	Buy	+108	New	+$4.97K	﹤0.01%	424

Other funds holding IP

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

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