Unique Wealth Strategies’s Iron Mountain IRM Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-18	Closed	-$1.44K	–	436
2024 Q2	$1.44K	Buy	+18	New	+$1.46K	﹤0.01%	513

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 Boston, Massachusetts $1.61T AUM 30.72% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Unique Wealth Strategies's IRM Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 18 shares — an estimated $1.44K sold.

Unique Wealth Strategies first reported a position in IRM in Q2 2024 and held it in 1 quarter. The position peaked at $1.44K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Unique Wealth Strategies reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 18 Iron Mountain shares in Q3 2024, an estimated $1.44K.
Unique Wealth Strategies first reported a position in Iron Mountain in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Iron Mountain position peaked at $1.44K in Q2 2024.
1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.