IWC
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Integrated Wealth Concepts’s Iron Mountain IRM Stock Holding History

Integrated Wealth Concepts’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 		$2.11M Buy
16,688
+325
+2% +$39.8K 0.01% 812
2026
Q1 		$1.67M Buy
16,363
+9,825
+150% +$977K 0.01% 836
2025
Q4 		$542K Sell
6,538
-1,134
-15% -$106K 0.01% 1053
2025
Q3 		$782K Sell
7,672
-685
-8% -$66K 0.01% 1115
2025
Q2 		$857K Buy
8,357
+612
+8% +$57.7K 0.01% 1009
2025
Q1 		$666K Sell
7,745
-2,036
-21% -$196K 0.01% 1018
2024
Q4 		$1.03M Sell
9,781
-1,377
-12% -$162K 0.01% 797
2024
Q3 		$1.33M Buy
11,158
+35
+0.3% +$3.74K 0.02% 692
2024
Q2 		$997K Buy
11,123
+143
+1% +$11.6K 0.01% 762
2024
Q1 		$881K Buy
10,980
+684
+7% +$49.5K 0.01% 816
2023
Q4 		$720K Sell
10,296
-1,233
-11% -$77.3K 0.01% 851
2023
Q3 		$685K Sell
11,529
-30
-0.3% -$1.83K 0.01% 847
2023
Q2 		$657K Buy
11,559
+2,762
+31% +$151K 0.01% 863
2023
Q1 		$465K Buy
8,797
+2,965
+51% +$155K 0.01% 877
2022
Q4 		$291K Buy
+5,832
New +$294K 0.01% 833
2022
Q2 		– Sell
-4,386
Closed -$243K – 1026
2022
Q1 		$243K Buy
4,386
+339
+8% +$16.1K 0.01% 811
2021
Q4 		$212K Sell
4,047
-8,113
-67% -$383K 0.01% 916
2021
Q3 		$528K Buy
+12,160
New +$547K 0.02% 566

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

Integrated Wealth Concepts's IRM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Iron Mountain (IRM) stake by 2% in Q2 2026, buying an estimated $39.8K and bringing the position to 16,688 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #812.

Integrated Wealth Concepts first reported a position in IRM in Q3 2021 and has held it in 18 quarters since. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Integrated Wealth Concepts held 16,688 shares of Iron Mountain worth $2.11M as of Q2 2026.
  • Integrated Wealth Concepts bought 325 Iron Mountain shares in Q2 2026, an estimated $39.8K.
  • Iron Mountain made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #812 holding.
  • Integrated Wealth Concepts first reported a position in Iron Mountain in Q3 2021 and has held it in 18 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.