Ellsworth Advisors’s Iron Mountain IRM Stock Holding History

Ellsworth Advisors’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
2025 Q2	–	Sell	-25,194	Closed	-$2.17M	–	179
2025 Q1	$2.17M	Buy	25,194 +216	+0.9%	+$20.8K	0.57%	55
2024 Q4	$2.63M	Buy	24,978 +349	+1%	+$41K	0.69%	50
2024 Q3	$2.93M	Buy	24,629 +158	+0.6%	+$16.9K	0.76%	48
2024 Q2	$2.19M	Buy	24,471 +567	+2%	+$45.9K	0.61%	54
2024 Q1	$1.82M	Buy	23,904 +601	+3%	+$43.5K	0.52%	58
2023 Q4	$1.63M	Buy	23,303 +518	+2%	+$32.5K	0.52%	60
2023 Q3	$1.36M	Buy	22,785 +441	+2%	+$26.9K	0.48%	61
2023 Q2	$1.27M	Buy	+22,344	New	+$1.22M	0.44%	64

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellsworth Advisors's IRM Position: Q2 2025 in Review

Ellsworth Advisors sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 25,194 shares — an estimated $2.17M sold.

Ellsworth Advisors first reported a position in IRM in Q2 2023 and held it in 8 quarters. The position peaked at $2.93M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Ellsworth Advisors reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Ellsworth Advisors sold 25,194 Iron Mountain shares in Q2 2025, an estimated $2.17M.
Ellsworth Advisors first reported a position in Iron Mountain in Q2 2023 and held it in 8 quarters.
Ellsworth Advisors's Iron Mountain position peaked at $2.93M in Q3 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Ellsworth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.