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First Trust Direct Indexing’s Iron Mountain IRM Stock Holding History

First Trust Direct Indexing’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 		– Sell
-7,987
Closed -$949K – 446
2024
Q3 		$949K Sell
7,987
-46
-0.6% -$4.92K 0.05% 365
2024
Q2 		$720K Buy
8,033
+1,919
+31% +$155K 0.04% 402
2024
Q1 		$490K Buy
6,114
+356
+6% +$25.8K 0.04% 471
2023
Q4 		$403K Buy
+5,758
New +$361K 0.04% 497
2022
Q3 		– Sell
-4,435
Closed -$216K – 662
2022
Q2 		$216K Buy
4,435
+710
+19% +$37.4K 0.03% 561
2022
Q1 		$206K Buy
+3,725
New +$177K 0.03% 620

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Direct Indexing's IRM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 7,987 shares — an estimated $949K sold.

First Trust Direct Indexing first reported a position in IRM in Q1 2022 and held it in 6 quarters. The position peaked at $949K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 7,987 Iron Mountain shares in Q4 2024, an estimated $949K.
  • First Trust Direct Indexing first reported a position in Iron Mountain in Q1 2022 and held it in 6 quarters.
  • First Trust Direct Indexing's Iron Mountain position peaked at $949K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.