IAG Wealth Partners’s Iron Mountain IRM Stock Holding History

IAG Wealth Partners’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	$29.8K	Hold	236	–	–	﹤0.01%	262
2026 Q1	$24.1K	Sell	236 -59	-20%	-$5.87K	﹤0.01%	285
2025 Q4	$24.5K	Hold	295	–	–	﹤0.01%	273
2025 Q3	$30.1K	Hold	295	–	–	﹤0.01%	261
2025 Q2	$30.3K	Hold	295	–	–	﹤0.01%	241
2025 Q1	$25.4K	Hold	295	–	–	﹤0.01%	258
2024 Q4	$31K	Hold	295	–	–	0.01%	237
2024 Q3	$35.1K	Hold	295	–	–	0.01%	224
2024 Q2	$26.4K	Hold	295	–	–	0.01%	242
2024 Q1	$23.7K	Hold	295	–	–	0.01%	227
2023 Q4	$20.6K	Hold	295	–	–	﹤0.01%	231
2023 Q3	$17.5K	Hold	295	–	–	﹤0.01%	235
2023 Q2	$16.8K	Hold	295	–	–	﹤0.01%	254
2023 Q1	$15.6K	Hold	295	–	–	﹤0.01%	254
2022 Q4	$14.7K	Hold	295	–	–	﹤0.01%	247
2022 Q3	$13K	Hold	295	–	–	﹤0.01%	247
2022 Q2	$14K	Hold	295	–	–	﹤0.01%	240
2022 Q1	$16K	Hold	295	–	–	0.01%	246
2021 Q4	$15K	Hold	295	–	–	﹤0.01%	251
2021 Q3	$13K	Hold	295	–	–	﹤0.01%	239
2021 Q2	$13K	Hold	295	–	–	﹤0.01%	230
2021 Q1	$11K	Hold	295	–	–	﹤0.01%	250
2020 Q4	$9K	Hold	295	–	–	﹤0.01%	254
2020 Q3	$8K	Buy	+295	New	+$8.39K	﹤0.01%	248

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IAG Wealth Partners's IRM Position: Q2 2026 in Review

IAG Wealth Partners held its Iron Mountain (IRM) position steady in Q2 2026 at 236 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

IAG Wealth Partners first reported a position in IRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $35.1K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

IAG Wealth Partners held 236 shares of Iron Mountain worth $29.8K as of Q2 2026.
IAG Wealth Partners left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #262 holding.
IAG Wealth Partners first reported a position in Iron Mountain in Q3 2020 and has held it in 24 quarters since.
IAG Wealth Partners's Iron Mountain position peaked at $35.1K in Q3 2024.
1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.