DoubleLine ETF Adviser’s Iron Mountain IRM Stock Holding History

DoubleLine ETF Adviser’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	$1.65M	Sell	13,042 -2,239	-15%	-$274K	0.68%	50
2026 Q1	$1.56M	Sell	15,281 -3,794	-20%	-$377K	0.59%	47
2025 Q4	$1.58M	Buy	19,075 +692	+4%	+$64.8K	0.47%	60
2025 Q3	$1.87M	Buy	18,383 +974	+6%	+$93.8K	0.56%	60
2025 Q2	$1.79M	Buy	17,409 +220	+1%	+$20.7K	0.57%	55
2025 Q1	$1.48M	Sell	17,189 -3,875	-18%	-$373K	0.49%	61
2024 Q4	$2.21M	Buy	21,064 +114	+0.5%	+$13.4K	0.6%	57
2024 Q3	$2.49M	Buy	+20,950	New	+$2.24M	0.61%	45
2024 Q2	–	Sell	-22,428	Closed	-$1.8M	–	211
2024 Q1	$1.8M	Buy	22,428 +2,407	+12%	+$174K	0.46%	59
2023 Q4	$1.4M	Buy	+20,021	New	+$1.26M	0.4%	61
2023 Q2	–	Sell	-14,641	Closed	-$775K	–	207
2023 Q1	$775K	Buy	14,641 +1,733	+13%	+$90.8K	0.33%	74
2022 Q4	$643K	Buy	+12,908	New	+$652K	0.33%	80

Other funds holding IRM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DoubleLine ETF Adviser's IRM Position: Q2 2026 in Review

DoubleLine ETF Adviser reduced its Iron Mountain (IRM) stake by 15% in Q2 2026, selling an estimated $274K and leaving 13,042 shares worth $1.65M. The position accounts for 0.68% of the portfolio, ranked #50.

DoubleLine ETF Adviser first reported a position in IRM in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.49M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

DoubleLine ETF Adviser held 13,042 shares of Iron Mountain worth $1.65M as of Q2 2026.
DoubleLine ETF Adviser sold 2,239 Iron Mountain shares in Q2 2026, an estimated $274K.
Iron Mountain made up 0.68% of DoubleLine ETF Adviser's portfolio in Q2 2026, its #50 holding.
DoubleLine ETF Adviser first reported a position in Iron Mountain in Q4 2022 and has held it in 12 quarters since.
DoubleLine ETF Adviser's Iron Mountain position peaked at $2.49M in Q3 2024.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q2 2026, filed 14 Aug 2026.