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Independent Advisor Alliance’s Iron Mountain IRM Stock Holding History

Independent Advisor Alliance’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 		$3.25M Sell
25,745
-42
-0.2% -$5.15K 0.08% 193
2026
Q1 		$2.63M Sell
25,787
-980
-4% -$97.5K 0.03% 477
2025
Q4 		$2.22M Buy
26,767
+61
+0.2% +$5.71K 0.05% 280
2025
Q3 		$2.72M Sell
26,706
-426
-2% -$41K 0.07% 234
2025
Q2 		$2.78M Sell
27,132
-543
-2% -$51.2K 0.08% 214
2025
Q1 		$2.38M Sell
27,675
-11,635
-30% -$1.12M 0.08% 224
2024
Q4 		$4.13M Sell
39,310
-539
-1% -$63.3K 0.05% 311
2024
Q3 		$4.74M Sell
39,849
-9,338
-19% -$999K 0.17% 103
2024
Q2 		$4.41M Buy
49,187
+821
+2% +$66.4K 0.15% 116
2024
Q1 		$3.88M Buy
48,366
+44
+0.1% +$3.19K 0.14% 127
2023
Q4 		$3.38M Sell
48,322
-428
-0.9% -$26.8K 0.12% 140
2023
Q3 		$2.9M Buy
48,750
+1,329
+3% +$81.2K 0.13% 149
2023
Q2 		$2.69M Sell
47,421
-277
-0.6% -$15.2K 0.12% 158
2023
Q1 		$2.52M Sell
47,698
-988
-2% -$51.8K 0.12% 152
2022
Q4 		$2.43K Buy
48,686
+877
+2% +$44.3K ﹤0.01% 233
2022
Q3 		$2.1M Buy
47,809
+3,822
+9% +$193K 0.12% 160
2022
Q2 		$2.14M Buy
43,987
+390
+0.9% +$20.5K 0.12% 154
2022
Q1 		$2.42M Buy
43,597
+8,164
+23% +$389K 0.12% 155
2021
Q4 		$1.85M Buy
35,433
+446
+1% +$21.1K 0.09% 172
2021
Q3 		$1.52M Buy
34,987
+21,104
+152% +$950K 0.08% 191
2021
Q2 		$588K Buy
13,883
+1,205
+10% +$50.5K 0.03% 352
2021
Q1 		$469K Buy
12,678
+1,845
+17% +$61.7K 0.03% 389
2020
Q4 		$319K Buy
10,833
+2,324
+27% +$64.5K 0.02% 425
2020
Q3 		$228K Buy
+8,509
New +$242K 0.02% 433

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

Independent Advisor Alliance's IRM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Iron Mountain (IRM) stake by 0.16% in Q2 2026, selling an estimated $5.15K and leaving 25,745 shares worth $3.25M. The position accounts for 0.08% of the portfolio, ranked #193.

Independent Advisor Alliance first reported a position in IRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.74M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Independent Advisor Alliance held 25,745 shares of Iron Mountain worth $3.25M as of Q2 2026.
  • Independent Advisor Alliance sold 42 Iron Mountain shares in Q2 2026, an estimated $5.15K.
  • Iron Mountain made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #193 holding.
  • Independent Advisor Alliance first reported a position in Iron Mountain in Q3 2020 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Iron Mountain position peaked at $4.74M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.