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EWG Elevate’s Iron Mountain IRM Stock Holding History

EWG Elevate’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
Q3 		$583K Hold
5,722
– – 0.18% 77
2025
Q2 		$587K Hold
5,722
– – 0.18% 87
2025
Q1 		$492K Sell
5,722
-120
-2% -$11.6K 0.18% 74
2024
Q4 		$614K Sell
5,842
-220
-4% -$25.8K 0.19% 91
2024
Q3 		$720K Sell
6,062
-803
-12% -$85.9K 0.29% 57
2024
Q2 		$615K Sell
6,865
-67,867
-91% -$5.49M 0.22% 82
2024
Q1 		$5.99M Sell
74,732
-12,175
-14% -$881K 2.28% 11
2023
Q4 		$6.08M Sell
86,907
-24,467
-22% -$1.53M 2.52% 12
2023
Q3 		$6.62M Sell
111,374
-16,771
-13% -$1.02M 2.99% 9
2023
Q2 		$7.28M Sell
128,145
-2,210
-2% -$121K 3.01% 8
2023
Q1 		$6.9M Sell
130,355
-742
-0.6% -$38.9K 2.94% 7
2022
Q4 		$6.54M Buy
131,097
+3,565
+3% +$180K 3.29% 7
2022
Q3 		$5.61M Buy
127,532
+1,466
+1% +$74K 3.16% 11
2022
Q2 		$6.14M Buy
126,066
+8,734
+7% +$460K 2.99% 14
2022
Q1 		$6.5M Buy
117,332
+97,135
+481% +$4.63M 2.55% 16
2021
Q4 		$1.06M Buy
20,197
+561
+3% +$26.5K 0.52% 45
2021
Q3 		$853K Buy
19,636
+3,319
+20% +$149K 0.35% 50
2021
Q2 		$695K Sell
16,317
-7,951
-33% -$333K 0.27% 57
2021
Q1 		$898K Sell
24,268
-295
-1% -$9.86K 0.4% 46
2020
Q4 		$724K Sell
24,563
-137
-0.6% -$3.8K 0.33% 52
2020
Q3 		$662K Buy
24,700
+991
+4% +$28.2K 0.39% 42
2020
Q2 		$619K Buy
+23,709
New +$599K 0.42% 38

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EWG Elevate's IRM Position: Q3 2025 in Review

EWG Elevate held its Iron Mountain (IRM) position steady in Q3 2025 at 5,722 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #77.

EWG Elevate first reported a position in IRM in Q2 2020 and has held it in 22 quarters since. The position peaked at $7.28M in Q2 2023. 1,016 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • EWG Elevate held 5,722 shares of Iron Mountain worth $583K as of Q3 2025.
  • EWG Elevate left its Iron Mountain share count unchanged in Q3 2025.
  • Iron Mountain made up 0.18% of EWG Elevate's portfolio in Q3 2025, its #77 holding.
  • EWG Elevate first reported a position in Iron Mountain in Q2 2020 and has held it in 22 quarters since.
  • EWG Elevate's Iron Mountain position peaked at $7.28M in Q2 2023.
  • 1,016 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.