Institute for Wealth Management’s Iron Mountain IRM Stock Holding History

Institute for Wealth Management’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	$31.5K	Buy	+249	New	+$30.5K	﹤0.01%	1002

Other funds holding IRM

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's IRM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Iron Mountain (IRM) in Q2 2026: 249 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

713 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Institute for Wealth Management held 249 shares of Iron Mountain worth $31.5K as of Q2 2026.
Iron Mountain was a new Institute for Wealth Management position in Q2 2026.
Iron Mountain made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1002 holding.
713 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.