SteelPeak Wealth’s Iron Mountain IRM Stock Holding History

SteelPeak Wealth’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 Q2	–	Sell	-6,623	Closed	-$355K	–	475
2023 Q1	$355K	Buy	6,623 +1,150	+21%	+$60.3K	0.02%	283
2022 Q4	$276K	Buy	+5,473	New	+$276K	0.02%	320
2022 Q3	–	Sell	-6,599	Closed	-$325K	–	419
2022 Q2	$325K	Sell	6,599 -939	-12%	-$49.4K	0.02%	310
2022 Q1	$418K	Buy	7,538 +1	+0%	+$48	0.02%	311
2021 Q4	$394K	Buy	7,537 +53	+0.7%	+$2.5K	0.02%	297
2021 Q3	$325K	Sell	7,484 -362	-5%	-$16.3K	0.02%	319
2021 Q2	$332K	Sell	7,846 -1,631	-17%	-$68.4K	0.02%	321
2021 Q1	$351K	Sell	9,477 -19,148	-67%	-$640K	0.03%	278
2020 Q4	$844K	Buy	28,625 +4,555	+19%	+$126K	0.08%	172
2020 Q3	$645K	Buy	+24,070	New	+$685K	0.07%	157
2020 Q2	–	Sell	-27,763	Closed	-$661K	–	291
2020 Q1	$661K	Buy	27,763 +640	+2%	+$19.4K	0.1%	131
2019 Q4	$864K	Buy	+27,123	New	+$889K	0.12%	145

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return