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Alliance Wealth Advisors (Utah)’s Iron Mountain IRM Stock Holding History

Alliance Wealth Advisors (Utah)’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
2026
Q2 		$517K Buy
4,097
+24
+0.6% +$2.94K 0.1% 130
2026
Q1 		$416K Sell
4,073
-13
-0.3% -$1.29K 0.09% 153
2025
Q4 		$339K Sell
4,086
-10
-0.2% -$936 0.07% 204
2025
Q3 		$418K Buy
+4,096
New +$395K 0.1% 195

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IRM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its Iron Mountain (IRM) stake by 0.59% in Q2 2026, buying an estimated $2.94K and bringing the position to 4,097 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #130.

Alliance Wealth Advisors (Utah) first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,097 shares of Iron Mountain worth $517K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 24 Iron Mountain shares in Q2 2026, an estimated $2.94K.
  • Iron Mountain made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #130 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.