EI
IRM icon

Ellevest Inc’s Iron Mountain IRM Stock Holding History

Ellevest Inc’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 		$402K Sell
3,204
-393
-11% -$48.2K 0.05% 301
2026
Q1 		$367K Sell
3,597
-653
-15% -$65K 0.05% 287
2025
Q4 		$353K Sell
4,250
-1,587
-27% -$149K 0.05% 291
2025
Q3 		$595K Sell
5,837
-679
-10% -$65.4K 0.09% 181
2025
Q2 		$668K Sell
6,516
-292
-4% -$27.5K 0.11% 140
2025
Q1 		$586K Sell
6,808
-283
-4% -$27.3K 0.04% 169
2024
Q4 		$745K Buy
7,091
+89
+1% +$10.5K 0.04% 137
2024
Q3 		$832K Buy
7,002
+525
+8% +$56.2K 0.05% 131
2024
Q2 		$580K Buy
6,477
+561
+9% +$45.4K 0.03% 177
2024
Q1 		$475K Buy
5,916
+696
+13% +$50.4K 0.03% 213
2023
Q4 		$365K Buy
5,220
+322
+7% +$20.2K 0.02% 252
2023
Q3 		$291K Buy
+4,898
New +$299K 0.02% 269
2023
Q2 		– Sell
-4,239
Closed -$224K – 971
2023
Q1 		$224K Buy
4,239
+528
+14% +$27.7K 0.02% 293
2022
Q4 		$185K Sell
3,711
-232
-6% -$11.7K 0.02% 314
2022
Q3 		$173K Buy
3,943
+625
+19% +$31.6K 0.02% 303
2022
Q2 		$162K Buy
3,318
+2,018
+155% +$106K 0.02% 320
2022
Q1 		$72K Buy
1,300
+662
+104% +$31.5K 0.01% 460
2021
Q4 		$33K Buy
638
+252
+65% +$11.9K ﹤0.01% 608
2021
Q3 		$17K Buy
386
+31
+9% +$1.4K ﹤0.01% 700
2021
Q2 		$15K Buy
355
+100
+39% +$4.19K ﹤0.01% 689
2021
Q1 		$9K Buy
255
+205
+410% +$6.85K ﹤0.01% 798
2020
Q4 		$1K Buy
50
+22
+79% +$610 ﹤0.01% 1067
2020
Q3 		$1K Buy
+28
New +$797 ﹤0.01% 1018

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

Ellevest Inc's IRM Position: Q2 2026 in Review

Ellevest Inc reduced its Iron Mountain (IRM) stake by 11% in Q2 2026, selling an estimated $48.2K and leaving 3,204 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #301.

Ellevest Inc first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $832K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ellevest Inc held 3,204 shares of Iron Mountain worth $402K as of Q2 2026.
  • Ellevest Inc sold 393 Iron Mountain shares in Q2 2026, an estimated $48.2K.
  • Iron Mountain made up 0.05% of Ellevest Inc's portfolio in Q2 2026, its #301 holding.
  • Ellevest Inc first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
  • Ellevest Inc's Iron Mountain position peaked at $832K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.