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CreativeOne Wealth’s Iron Mountain IRM Stock Holding History

CreativeOne Wealth’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 		$367K Buy
+2,902
New +$356K 0.01% 911
2025
Q4 		– Sell
-2,655
Closed -$271K – 1229
2025
Q3 		$271K Sell
2,655
-178
-6% -$17.1K 0.01% 989
2025
Q2 		$291K Sell
2,833
-286
-9% -$27K 0.01% 926
2025
Q1 		$268K Sell
3,119
-6,796
-69% -$655K 0.01% 899
2024
Q4 		$1.04M Buy
9,915
+6,905
+229% +$811K 0.03% 455
2024
Q3 		$358K Buy
+3,010
New +$322K 0.01% 729
2024
Q2 		– Sell
-3,117
Closed -$250K – 844
2024
Q1 		$250K Buy
3,117
+113
+4% +$8.18K 0.01% 775
2023
Q4 		$210K Buy
+3,004
New +$188K 0.01% 590
2023
Q3 		– Sell
-3,736
Closed -$212K – 703
2023
Q2 		$212K Buy
+3,736
New +$205K 0.01% 768

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

CreativeOne Wealth's IRM Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Iron Mountain (IRM) in Q2 2026: 2,902 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in IRM as recently as Q3 2025.

CreativeOne Wealth first reported a position in IRM in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CreativeOne Wealth held 2,902 shares of Iron Mountain worth $367K as of Q2 2026.
  • Iron Mountain was a new CreativeOne Wealth position in Q2 2026.
  • Iron Mountain made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #911 holding.
  • CreativeOne Wealth first reported a position in Iron Mountain in Q2 2023 and has held it in 9 quarters since.
  • CreativeOne Wealth's Iron Mountain position peaked at $1.04M in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.