AllSquare Wealth Management’s Iron Mountain IRM Stock Holding History

AllSquare Wealth Management’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 Q3	$40.3K	Hold	395	–	–	0.02%	257
2025 Q2	$40.5K	Hold	395	–	–	0.02%	247
2025 Q1	$34K	Hold	395	–	–	0.02%	254
2024 Q4	$41.5K	Hold	395	–	–	0.02%	231
2024 Q3	$46.9K	Sell	395 -75	-16%	-$8.02K	0.03%	220
2024 Q2	$42.1K	Sell	470 -89	-16%	-$7.2K	0.03%	223
2024 Q1	$44.8K	Sell	559 -153	-21%	-$11.1K	0.03%	226
2023 Q4	$49.8K	Hold	712	–	–	0.03%	212
2023 Q3	$42.3K	Hold	712	–	–	0.03%	213
2023 Q2	$38K	Sell	712 -86	-11%	-$4.71K	0.02%	238
2023 Q1	$42.2K	Hold	798	–	–	0.03%	225
2022 Q4	$39.8K	Hold	798	–	–	0.03%	221
2022 Q3	$35K	Hold	798	–	–	0.03%	227
2022 Q2	$39K	Hold	798	–	–	0.03%	229
2022 Q1	$44K	Buy	+798	New	+$38K	0.03%	241

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllSquare Wealth Management's IRM Position: Q3 2025 in Review

AllSquare Wealth Management held its Iron Mountain (IRM) position steady in Q3 2025 at 395 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #257.

AllSquare Wealth Management first reported a position in IRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $49.8K in Q4 2023. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

AllSquare Wealth Management held 395 shares of Iron Mountain worth $40.3K as of Q3 2025.
AllSquare Wealth Management left its Iron Mountain share count unchanged in Q3 2025.
Iron Mountain made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #257 holding.
AllSquare Wealth Management first reported a position in Iron Mountain in Q1 2022 and has held it in 15 quarters since.
AllSquare Wealth Management's Iron Mountain position peaked at $49.8K in Q4 2023.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.