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Financial Network Wealth Advisors’s Iron Mountain IRM Stock Holding History

Financial Network Wealth 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
2026
Q2 		$35.9K Hold
284
– – 0.04% 336
2026
Q1 		$29K Sell
284
-16
-5% -$1.59K 0.03% 342
2025
Q4 		$24.9K Hold
300
– – 0.03% 363
2025
Q3 		$30.6K Hold
300
– – 0.03% 329
2025
Q2 		$30.8K Hold
300
– – 0.04% 317
2025
Q1 		$25.8K Buy
+300
New +$28.9K 0.03% 317
2024
Q4 		– Sell
-291
Closed -$34.6K – 659
2024
Q3 		$34.6K Buy
291
+7
+2% +$749 0.03% 317
2024
Q2 		$25.5K Buy
+284
New +$23K 0.02% 374

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

Financial Network Wealth Advisors's IRM Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 284 shares worth $35.9K. The position accounts for 0.04% of the portfolio, ranked #336.

Financial Network Wealth Advisors first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Financial Network Wealth Advisors held 284 shares of Iron Mountain worth $35.9K as of Q2 2026.
  • Financial Network Wealth Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.04% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • Financial Network Wealth Advisors first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.