RPg Family Wealth Advisory’s Iron Mountain IRM Stock Holding History

RPg Family Wealth Advisory’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	-28,826	Closed	-$3.45M	–	78
2024 Q3	$3.45M	Sell	28,826 -10,687	-27%	-$1.14M	1.11%	34
2024 Q2	$3.57M	Sell	39,513 -956	-2%	-$77.4K	1.17%	31
2024 Q1	$3.27M	Sell	40,469 -5,829	-13%	-$422K	1.04%	37
2023 Q4	$3.27M	Buy	+46,298	New	+$2.9M	1.21%	30
2022 Q2	–	Sell	-310	Closed	-$17.4K	–	201
2022 Q1	$17.4K	Hold	310	–	–	0.01%	221
2021 Q4	$16.4K	Hold	310	–	–	0.01%	239
2021 Q3	$13.7K	Hold	310	–	–	0.01%	259
2021 Q2	$13.3K	Buy	+310	New	+$13K	0.01%	259
2019 Q4	–	Sell	-310	Closed	-$10K	–	289
2019 Q3	$10K	Buy	+310	New	+$9.74K	0.01%	289

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

RPg Family Wealth Advisory's IRM Position: Q4 2024 in Review

RPg Family Wealth Advisory sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 28,826 shares — an estimated $3.45M sold.

RPg Family Wealth Advisory first reported a position in IRM in Q3 2019 and held it in 9 quarters. The position peaked at $3.57M in Q2 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

RPg Family Wealth Advisory reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
RPg Family Wealth Advisory sold 28,826 Iron Mountain shares in Q4 2024, an estimated $3.45M.
RPg Family Wealth Advisory first reported a position in Iron Mountain in Q3 2019 and held it in 9 quarters.
RPg Family Wealth Advisory's Iron Mountain position peaked at $3.57M in Q2 2024.
1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2024, filed 10 Feb 2025.