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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IRM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IRM Position History
Iron Mountain Incorporated • Real Estate
Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q4 2025 | $4.6M |
| Q1 2026 | $5.1M |
| Q2 2026 | $6.9M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 80.0K | — | — |
| Q2 2026 | $6.9M | 61.8K | — | — |
| Q1 2026 | $5.1M | 53.4K | — | — |
| Q4 2025 | $4.6M | 54.6K | — | — |
| Q3 2025 | $5.2M | 49.0K | — | — |
Other funds holding IRM
$4.7B
$4.5B
$3.9B
$3.6B
$2.2B
$2.2B
$1.8B