DWM
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Dogwood Wealth Management’s Iron Mountain IRM Stock Holding History

Dogwood 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 		$8.84K Hold
70
– – ﹤0.01% 411
2026
Q1 		$7.15K Buy
+70
New +$6.96K ﹤0.01% 399
2025
Q4 		– Sell
-72
Closed -$6.74K – 793
2025
Q3 		$7.39K Sell
72
-2
-3% -$193 ﹤0.01% 323
2025
Q2 		$7.37K Buy
74
+54
+270% +$5.09K ﹤0.01% 334
2025
Q1 		$1.73K Buy
+20
New +$1.93K ﹤0.01% 367
2024
Q3 		– Hold
0
– – – 406
2024
Q2 		– Hold
0
– – – 500
2024
Q1 		– Hold
0
– – – 500
2023
Q4 		– Hold
0
– – – 477

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

Dogwood Wealth Management's IRM Position: Q2 2026 in Review

Dogwood Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 70 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Dogwood Wealth Management first reported a position in IRM in Q1 2025 and has held it in 5 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dogwood Wealth Management held 70 shares of Iron Mountain worth $8.84K as of Q2 2026.
  • Dogwood Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Dogwood Wealth Management first reported a position in Iron Mountain in Q1 2025 and has held it in 5 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.