Total Wealth Planning & Management’s Iridium Communications IRDM Stock Holding History

Total Wealth Planning & Management’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,418	Closed	-$273K	–	216
2024 Q4	$273K	Buy	+9,418	New	+$280K	0.25%	149

Other funds holding IRDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Total Wealth Planning & Management's IRDM Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Iridium Communications (IRDM) in Q1 2025, closing a stake of 9,418 shares — an estimated $273K sold.

Total Wealth Planning & Management first reported a position in IRDM in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 351 funds tracked by Wall St. Rank hold IRDM as of Q1 2025.

Total Wealth Planning & Management reported no remaining Iridium Communications position as of Q1 2025 after selling out during the quarter.
Total Wealth Planning & Management sold 9,418 Iridium Communications shares in Q1 2025, an estimated $273K.
Total Wealth Planning & Management first reported a position in Iridium Communications in Q4 2024 and held it in 1 quarter.
Total Wealth Planning & Management's Iridium Communications position peaked at $273K in Q4 2024.
351 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.