WealthPLAN Partners’s Iron Mountain IRM Stock Holding History

WealthPLAN Partners’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	-1,794	Closed	-$213K	–	252
2024 Q3	$213K	Buy	+1,794	New	+$192K	0.03%	245
2023 Q3	–	Sell	-1,959	Closed	-$111K	–	709
2023 Q2	$111K	Hold	1,959	–	–	0.02%	379
2023 Q1	$104K	Buy	+1,959	New	+$103K	0.01%	418
2021 Q1	–	Sell	-9,184	Closed	-$293K	–	341
2020 Q4	$293K	Hold	9,184	–	–	0.02%	272
2020 Q3	$235K	Sell	9,184 -449	-5%	-$12.8K	0.02%	281
2020 Q2	$283K	Hold	9,633	–	–	0.03%	252
2020 Q1	$218K	Sell	9,633 -1,050	-10%	-$31.8K	0.03%	227
2019 Q4	$340K	Buy	10,683 +436	+4%	+$14.3K	0.04%	186
2019 Q3	$334K	Buy	10,247 +3,207	+46%	+$101K	0.05%	177
2019 Q2	$218K	Buy	+7,040	New	+$231K	0.03%	217
2019 Q1	–	Sell	-6,103	Closed	-$214K	–	265
2018 Q4	$214K	Buy	+6,103	New	+$200K	0.03%	236
2018 Q3	–	Sell	-6,548	Closed	-$229K	–	270
2018 Q2	$229K	Hold	6,548	–	–	0.05%	226
2018 Q1	$215K	Buy	+6,548	New	+$221K	0.05%	245
2017 Q4	–	Sell	-5,195	Closed	-$202K	–	229
2017 Q3	$202K	Buy	+5,195	New	+$194K	0.06%	186
2016 Q3	$184K	Sell	5,195 -8,187	-61%	-$316K	0.06%	155
2016 Q2	$267K	Buy	+13,382	New	+$487K	0.03%	311

Other funds holding IRM

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

BlackRock New York $5.7T 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

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

Koshinski Asset Management

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return