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Advisor Resource Council’s Iron Mountain IRM Stock Holding History

Advisor Resource Council’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,419
Closed -$231K – 373
2025
Q1 		$231K Buy
+3,419
New +$329K 0.02% 525
2024
Q1 		– Sell
-3,305
Closed -$231K – 365
2023
Q4 		$231K Buy
+3,305
New +$207K 0.03% 416
2023
Q2 		– Sell
-4,659
Closed -$249K – 221
2023
Q1 		$249K Buy
+4,659
New +$244K 0.06% 209
2022
Q3 		– Sell
-10,421
Closed -$508K – 312
2022
Q2 		$508K Buy
10,421
+4,561
+78% +$240K 0.05% 283
2022
Q1 		$325K Sell
5,860
-4,644
-44% -$221K 0.1% 149
2021
Q4 		$549K Buy
+10,504
New +$496K 0.04% 315

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return