McIlrath & Eck’s Iron Mountain IRM Stock Holding History

McIlrath & Eck’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 Q2	–	Sell	-100	Closed	-$8.02K	–	974
2024 Q1	$8.02K	Hold	100	–	–	﹤0.01%	638
2023 Q4	$7K	Hold	100	–	–	﹤0.01%	620
2023 Q3	$5.95K	Hold	100	–	–	﹤0.01%	624
2023 Q2	$5.68K	Hold	100	–	–	﹤0.01%	649
2023 Q1	$5.29K	Hold	100	–	–	﹤0.01%	658
2022 Q4	$4.99K	Hold	100	–	–	﹤0.01%	640
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	671
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	617
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	601
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	630
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	648
2021 Q2	$4K	Sell	100 -50	-33%	-$2.1K	﹤0.01%	647
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	560
2020 Q4	$4K	Hold	150	–	–	﹤0.01%	560
2020 Q3	$4K	Buy	+150	New	+$4.27K	﹤0.01%	510
2020 Q2	–	Sell	-45	Closed	-$1K	–	687
2020 Q1	$1K	Buy	+45	New	+$1.36K	﹤0.01%	622

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

Geode Capital Management

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return