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Iron Mountain shares owned by Halpern Financial

Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Iron Mountain

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All positions including Iron Mountain held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iron Mountain by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $96k 1.2k 79.21
2023-12-31 $80k 1.2k 66.22

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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
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Ishares Core Msci Eafe Etf Etf (IEFA)
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Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Iron Mountain

Vanguard Group
Deutsche Bank Aktiengesellschaft
Daiwa Securities Group
Dimensional Fund Advisors
Norges Bank Investment Management
Charles Schwab Investment Management
Wellington Management Company
Legal & General Group
Amundi
Citadel Advisors
Bank of New York Mellon
Jpmorgan Chase & Co
Russell Investments
Ubs Global Asset Management Americas
Bank of America Corporation

View all funds holding Iron Mountain