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Heartland Bank & Trust’s Iron Mountain IRM Stock Holding History

Heartland Bank & Trust’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
-9,492
Closed -$817K – 172
2025
Q1 		$817K Buy
9,492
+1,353
+17% +$130K 0.42% 55
2024
Q4 		$855K Sell
8,139
-267
-3% -$31.4K 0.46% 44
2024
Q3 		$999K Sell
8,406
-275
-3% -$29.4K 0.54% 38
2024
Q2 		$778K Buy
8,681
+68
+0.8% +$5.5K 0.44% 46
2024
Q1 		$691K Sell
8,613
-25
-0.3% -$1.81K 0.4% 62
2023
Q4 		$604K Buy
8,638
+83
+1% +$5.21K 0.42% 70
2023
Q3 		$509K Buy
8,555
+15
+0.2% +$917 0.4% 74
2023
Q2 		$485K Sell
8,540
-788
-8% -$43.1K 0.38% 81
2023
Q1 		$494K Buy
9,328
+509
+6% +$26.7K 0.37% 84
2022
Q4 		$440K Sell
8,819
-515
-6% -$26K 0.32% 92
2022
Q3 		$410K Sell
9,334
-146
-2% -$7.37K 0.39% 80
2022
Q2 		$461K Buy
9,480
+86
+0.9% +$4.53K 0.41% 82
2022
Q1 		$521K Buy
+9,394
New +$447K 0.39% 86

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartland Bank & Trust's IRM Position: Q2 2025 in Review

Heartland Bank & Trust sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 9,492 shares — an estimated $817K sold.

Heartland Bank & Trust first reported a position in IRM in Q1 2022 and held it in 13 quarters. The position peaked at $999K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Heartland Bank & Trust reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 9,492 Iron Mountain shares in Q2 2025, an estimated $817K.
  • Heartland Bank & Trust first reported a position in Iron Mountain in Q1 2022 and held it in 13 quarters.
  • Heartland Bank & Trust's Iron Mountain position peaked at $999K in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Heartland Bank & Trust's 13F filing for Q2 2025, filed 25 Jul 2025.