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Independent Solutions Wealth Management’s Iron Mountain IRM Stock Holding History

Independent Solutions 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
2023
Q4 		– Sell
-5,313
Closed -$316K – 185
2023
Q3 		$316K Sell
5,313
-436
-8% -$26.6K 0.08% 157
2023
Q2 		$327K Hold
5,749
– – 0.08% 161
2023
Q1 		$304K Buy
5,749
+2
+0% +$105 0.09% 159
2022
Q4 		$286K Buy
5,747
+2
+0% +$101 0.09% 170
2022
Q3 		$253K Buy
+5,745
New +$290K 0.08% 182

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Independent Solutions Wealth Management's IRM Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 5,313 shares — an estimated $316K sold.

Independent Solutions Wealth Management first reported a position in IRM in Q3 2022 and held it in 5 quarters. The position peaked at $327K in Q2 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,313 Iron Mountain shares in Q4 2023, an estimated $316K.
  • Independent Solutions Wealth Management first reported a position in Iron Mountain in Q3 2022 and held it in 5 quarters.
  • Independent Solutions Wealth Management's Iron Mountain position peaked at $327K in Q2 2023.
  • 891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.