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Smurfit WestRock shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Smurfit WestRock (SW) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Smurfit WestRock

Tip: Access up to 7 years of quarterly data

All positions including Smurfit WestRock held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smurfit WestRock by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $683k 16k 42.57
2025-06-30 $685k 16k 43.15
2025-03-31 $714k 16k 45.06
2024-12-31 $849k 16k 53.86
2024-09-30 $766k 16k 49.42

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Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
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View all positions for Icon Wealth Advisors

Top funds holding Smurfit WestRock

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Nuveen
Orbis Allan Gray
Geode Capital Management
FMR
Franklin Resources
UBS Group
Invesco
Bank of New York Mellon
Fil
Soros Fund Management
Ameriprise Financial

View all funds holding Smurfit WestRock