Cassady Schiller Wealth Management’s Iron Mountain IRM Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$2K	Buy	+19	New	+$2.23K	﹤0.01%	574

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cassady Schiller Wealth Management's IRM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Iron Mountain (IRM) in Q4 2024: 19 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings.

1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Cassady Schiller Wealth Management held 19 shares of Iron Mountain worth $2K as of Q4 2024.
Iron Mountain was a new Cassady Schiller Wealth Management position in Q4 2024.
Iron Mountain made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #574 holding.
1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.