Dynamic Wealth Strategies’s Iron Mountain IRM Stock Holding History

Dynamic Wealth Strategies’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	$37.9K	Hold	300	–	–	0.02%	169
2026 Q1	$30.6K	Buy	+300	New	+$29.8K	0.02%	180

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

Dynamic Wealth Strategies's IRM Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Iron Mountain (IRM) position steady in Q2 2026 at 300 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #169.

Dynamic Wealth Strategies first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Dynamic Wealth Strategies held 300 shares of Iron Mountain worth $37.9K as of Q2 2026.
Dynamic Wealth Strategies left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #169 holding.
Dynamic Wealth Strategies first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.