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IBEX Wealth Advisors’s Iron Mountain IRM Stock Holding History

IBEX 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 		$275K Hold
2,178
– – 0.02% 191
2026
Q1 		$222K Buy
+2,178
New +$217K 0.02% 197
2025
Q1 		– Sell
-7,908
Closed -$831K – 164
2024
Q4 		$831K Buy
+7,908
New +$929K 0.1% 125
2024
Q3 		– Sell
-7,111
Closed -$637K – 172
2024
Q2 		$637K Buy
+7,111
New +$576K 0.1% 86
2024
Q1 		– Sell
-7,000
Closed -$496K – 132
2023
Q4 		$496K Sell
7,000
-448
-6% -$28.1K 0.11% 83
2023
Q3 		$443K Buy
+7,448
New +$455K 0.11% 86

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

IBEX Wealth Advisors's IRM Position: Q2 2026 in Review

IBEX Wealth Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 2,178 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #191.

IBEX Wealth Advisors first reported a position in IRM in Q3 2023 and has held it in 6 quarters since. The position peaked at $831K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • IBEX Wealth Advisors held 2,178 shares of Iron Mountain worth $275K as of Q2 2026.
  • IBEX Wealth Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • IBEX Wealth Advisors first reported a position in Iron Mountain in Q3 2023 and has held it in 6 quarters since.
  • IBEX Wealth Advisors's Iron Mountain position peaked at $831K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.