Institute for Wealth Management, LLC.
Position in IP — International Paper Co /New/
CIK 1533954
DENVER, CO
Position in IP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$135,864
-$66,022 QoQ
Shares Held
3,566
-18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#608
of 850 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $288,020 across 8 Packaging & Containers names. IP ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
This page
|
3,566 | $135,864 | |
| 2 | SW |
Smurfit Westrock plc
|
1,050 | $48,573 | |
| 3 | PKG |
Packaging Corp Of America
|
141 | $33,597 | |
| 4 | GPK |
Graphic Packaging Holding Co
|
1,727 | $18,254 | |
| 5 | BALL |
BALL Corp
|
284 | $17,721 | |
| 6 | SON |
Sonoco Products Co
|
276 | $15,552 | |
| 7 | AVY |
Avery Dennison Corp
|
77 | $12,500 | |
| 8 | GEF |
Greif, Inc
|
80 | $5,959 |
All Filings in IP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,864 | 3,566 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $201,886 | 4,351 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $203,710 | 4,350 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $231,965 | 4,348 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $236,592 | 4,396 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $218,603 | 4,475 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $208,751 | 5,789 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $203,866 | 5,887 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $235,277 | 7,422 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $314,561 | 7,520 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $349,540 | 7,574 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $356,437 | 7,587 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $424,208 | 7,586 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $476,010 | 7,764 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $422,827 | 7,820 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $413,570 | 8,318 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $337,049 | 8,314 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $301,960 | 8,576 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $278,925 | 8,960 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||