Cassaday & Co Wealth Management’s Iron Mountain IRM Stock Holding History

Cassaday & Co 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
2026 Q2	$152K	Sell	1,206 -118	-9%	-$14.5K	﹤0.01%	398
2026 Q1	$135K	Buy	+1,324	New	+$132K	﹤0.01%	394
2025 Q4	–	Sell	-2,065	Closed	-$211K	–	356
2025 Q3	$211K	Buy	+2,065	New	+$199K	﹤0.01%	325
2024 Q4	–	Sell	-1,812	Closed	-$215K	–	330
2024 Q3	$215K	Buy	+1,812	New	+$194K	0.01%	291

Other funds holding IRM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cassaday & Co Wealth Management's IRM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Iron Mountain (IRM) stake by 8.9% in Q2 2026, selling an estimated $14.5K and leaving 1,206 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Cassaday & Co Wealth Management first reported a position in IRM in Q3 2024 and has held it in 4 quarters since. The position peaked at $215K in Q3 2024. 674 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Cassaday & Co Wealth Management held 1,206 shares of Iron Mountain worth $152K as of Q2 2026.
Cassaday & Co Wealth Management sold 118 Iron Mountain shares in Q2 2026, an estimated $14.5K.
Iron Mountain made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #398 holding.
Cassaday & Co Wealth Management first reported a position in Iron Mountain in Q3 2024 and has held it in 4 quarters since.
Cassaday & Co Wealth Management's Iron Mountain position peaked at $215K in Q3 2024.
674 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.