Blake Schutter Theil Wealth Advisors’s Iron Mountain IRM Stock Holding History

Blake Schutter Theil Wealth Advisors’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	-3,322	Closed	-$286K	–	108
2025 Q1	$286K	Sell	3,322 -1,000	-23%	-$96.4K	0.32%	91
2024 Q4	$454K	Hold	4,322	–	–	0.48%	60
2024 Q3	$514K	Buy	+4,322	New	+$462K	0.37%	78

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Blake Schutter Theil Wealth Advisors's IRM Position: Q2 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 3,322 shares — an estimated $286K sold.

Blake Schutter Theil Wealth Advisors first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $514K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Blake Schutter Theil Wealth Advisors reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Blake Schutter Theil Wealth Advisors sold 3,322 Iron Mountain shares in Q2 2025, an estimated $286K.
Blake Schutter Theil Wealth Advisors first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
Blake Schutter Theil Wealth Advisors's Iron Mountain position peaked at $514K in Q3 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.