Advisor Resource Council’s Iron Mountain IRM Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-3,419	Closed	-$231K	–	373
2025 Q1	$231K	Buy	+3,419	New	+$329K	0.02%	525
2024 Q1	–	Sell	-3,305	Closed	-$231K	–	365
2023 Q4	$231K	Buy	+3,305	New	+$207K	0.03%	416
2023 Q2	–	Sell	-4,659	Closed	-$249K	–	221
2023 Q1	$249K	Buy	+4,659	New	+$244K	0.06%	209
2022 Q3	–	Sell	-10,421	Closed	-$508K	–	312
2022 Q2	$508K	Buy	10,421 +4,561	+78%	+$240K	0.05%	283
2022 Q1	$325K	Sell	5,860 -4,644	-44%	-$221K	0.1%	149
2021 Q4	$549K	Buy	+10,504	New	+$496K	0.04%	315

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Resource Council's IRM Position: Q2 2025 in Review

Advisor Resource Council sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 3,419 shares — an estimated $231K sold.

Advisor Resource Council first reported a position in IRM in Q4 2021 and held it in 6 quarters. The position peaked at $549K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Advisor Resource Council reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,419 Iron Mountain shares in Q2 2025, an estimated $231K.
Advisor Resource Council first reported a position in Iron Mountain in Q4 2021 and held it in 6 quarters.
Advisor Resource Council's Iron Mountain position peaked at $549K in Q4 2021.
1,045 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.