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WR Wealth Planners’s Iron Mountain IRM Stock Holding History

WR Wealth Planners’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 		$34.5K Sell
328
-10
-3% -$1.18K 0.01% 369
2024
Q3 		$40.2K Buy
338
+33
+11% +$3.53K 0.01% 366
2024
Q2 		$27.3K Hold
305
– – 0.01% 405
2024
Q1 		$24.5K Buy
+305
New +$22.1K 0.01% 422
2023
Q4 		– Sell
-300
Closed -$17.8K – 517
2023
Q3 		$17.8K Hold
300
– – 0.01% 446
2023
Q2 		$17K Hold
300
– – 0.01% 461
2023
Q1 		$15.9K Buy
+300
New +$15.7K 0.01% 457

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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 $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's IRM Position: Q4 2024 in Review

WR Wealth Planners reduced its Iron Mountain (IRM) stake by 3% in Q4 2024, selling an estimated $1.18K and leaving 328 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #369.

WR Wealth Planners first reported a position in IRM in Q1 2023 and has held it in 7 quarters since. The position peaked at $40.2K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • WR Wealth Planners held 328 shares of Iron Mountain worth $34.5K as of Q4 2024.
  • WR Wealth Planners sold 10 Iron Mountain shares in Q4 2024, an estimated $1.18K.
  • Iron Mountain made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #369 holding.
  • WR Wealth Planners first reported a position in Iron Mountain in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Iron Mountain position peaked at $40.2K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.