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
2020 Q3	–	Sell	-100	Closed	-$3K	–	68
2020 Q2	$3K	Buy	+100	New	+$2.52K	﹤0.01%	57

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

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

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

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

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.