True Wealth Design’s International Paper IP Stock Holding History

True Wealth Design’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 Q1	$11.2K	Buy	315 +240	+320%	+$9.97K	﹤0.01%	935
2025 Q4	$2.96K	Buy	75 +18	+32%	+$740	﹤0.01%	1300
2025 Q3	$2.65K	Hold	57	–	–	﹤0.01%	1367
2025 Q2	$2.67K	Buy	57 +24	+73%	+$1.14K	﹤0.01%	1055
2025 Q1	$1.76K	Buy	33 +4	+14%	+$219	﹤0.01%	1056
2024 Q4	$1.56K	Buy	29 +2	+7%	+$107	﹤0.01%	803
2024 Q3	$1.32K	Hold	27	–	–	﹤0.01%	900
2024 Q2	$1.17K	Buy	27 +7	+35%	+$284	﹤0.01%	478
2024 Q1	$781	Buy	20 +9	+82%	+$326	﹤0.01%	525
2023 Q4	$398	Hold	11	–	–	﹤0.01%	531
2023 Q3	$391	Hold	11	–	–	﹤0.01%	483
2023 Q2	$350	Hold	11	–	–	﹤0.01%	541
2023 Q1	$397	Hold	11	–	–	﹤0.01%	580
2022 Q4	$381	Buy	+11	New	+$380	﹤0.01%	526

Other funds holding IP

Capital Research Global Investors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Bank of New York Mellon

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

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