Janiczek Wealth Management’s Iron Mountain IRM Stock Holding History

Janiczek 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	-19	Closed	-$1.13K	–	1150
2023 Q3	$1.13K	Hold	19	–	–	﹤0.01%	901
2023 Q2	$1.08K	Hold	19	–	–	﹤0.01%	837
2023 Q1	$1K	Hold	19	–	–	﹤0.01%	845
2022 Q4	$991	Hold	19	–	–	﹤0.01%	861
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	840
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	875
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	867
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	924
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	899
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	850
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	811
2020 Q4	$1K	Buy	+19	New	+$527	﹤0.01%	740

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

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

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

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 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