Dynamic Wealth Strategies
IRM icon

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
Q3 		$22.2K Sell
200
-100
-33% -$12K 0.01% 200
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Dynamic Wealth Strategies's IRM Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Iron Mountain (IRM) stake by 33% in Q3 2026, selling an estimated $12K and leaving 200 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #200.

Dynamic Wealth Strategies first reported a position in IRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $37.9K in Q2 2026. 454 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Dynamic Wealth Strategies held 200 shares of Iron Mountain worth $22.2K as of Q3 2026.
  • Dynamic Wealth Strategies sold 100 Iron Mountain shares in Q3 2026, an estimated $12K.
  • Iron Mountain made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #200 holding.
  • Dynamic Wealth Strategies first reported a position in Iron Mountain in Q1 2026 and has held it in 3 quarters since.
  • Dynamic Wealth Strategies's Iron Mountain position peaked at $37.9K in Q2 2026.
  • 454 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.