Robinson Smith Wealth Advisors »

Iron Mountain shares owned by Robinson Smith Wealth Advisors

Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by Robinson Smith Wealth Advisors from 13F filings

Historical chart of Robinson Smith Wealth Advisors investment in Iron Mountain

Tip: Access up to 7 years of quarterly data

All positions including Iron Mountain held by Robinson Smith Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Iron Mountain by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $295k 3.4k 86.04
2024-12-31 $273k 2.6k 105.11
2024-09-30 $309k 2.6k 118.83
2024-06-30 $314k 3.5k 89.62
2024-03-31 $281k 3.5k 80.21
2023-12-31 $245k 3.5k 69.98

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Johnson & Johnson (JNJ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Robinson Smith Wealth Advisors

Top funds holding Iron Mountain

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
FMR
Invesco
Dimensional Fund Advisors
Northern Trust
Charles Schwab Investment Management
Morgan Stanley
Legal & General Group
Contour Asset Management
Ubs Global Asset Management Americas
Daiwa Securities Group

View all funds holding Iron Mountain