IF
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Intrua Financial’s Iron Mountain IRM Stock Holding History

Intrua Financial’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 		$298K Buy
2,360
+11
+0.5% +$1.35K 0.03% 392
2026
Q1 		$240K Buy
+2,349
New +$234K 0.02% 409
2025
Q4 		– Sell
-2,319
Closed -$236K – 471
2025
Q3 		$236K Buy
2,319
+10
+0.4% +$963 0.03% 401
2025
Q2 		$237K Sell
2,309
-654
-22% -$61.6K 0.03% 335
2025
Q1 		$255K Buy
2,963
+9
+0.3% +$867 0.04% 309
2024
Q4 		$310K Sell
2,954
-1,737
-37% -$204K 0.05% 271
2024
Q3 		$557K Buy
4,691
+388
+9% +$41.5K 0.08% 205
2024
Q2 		$386K Sell
4,303
-678
-14% -$54.9K 0.06% 268
2024
Q1 		$400K Sell
4,981
-70
-1% -$5.07K 0.06% 276
2023
Q4 		$353K Sell
5,051
-163
-3% -$10.2K 0.05% 286
2023
Q3 		$310K Sell
5,214
-649
-11% -$39.7K 0.05% 266
2023
Q2 		$333K Sell
5,863
-95
-2% -$5.2K 0.06% 259
2023
Q1 		$328K Sell
5,958
-170
-3% -$8.91K 0.07% 240
2022
Q4 		$313K Sell
6,128
-16,582
-73% -$837K 0.07% 249
2022
Q3 		$999K Sell
22,710
-893
-4% -$45.1K 0.27% 86
2022
Q2 		$1.15M Sell
23,603
-1,126
-5% -$59.3K 0.24% 94
2022
Q1 		$1.37M Sell
24,729
-911
-4% -$43.4K 0.25% 85
2021
Q4 		$1.34M Sell
25,640
-461
-2% -$21.8K 0.23% 98
2021
Q3 		$1.19M Buy
+26,101
New +$1.17M 0.22% 104

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Intrua Financial's IRM Position: Q2 2026 in Review

Intrua Financial increased its Iron Mountain (IRM) stake by 0.47% in Q2 2026, buying an estimated $1.35K and bringing the position to 2,360 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #392.

Intrua Financial first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2022. 328 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Intrua Financial held 2,360 shares of Iron Mountain worth $298K as of Q2 2026.
  • Intrua Financial bought 11 Iron Mountain shares in Q2 2026, an estimated $1.35K.
  • Iron Mountain made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #392 holding.
  • Intrua Financial first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
  • Intrua Financial's Iron Mountain position peaked at $1.37M in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.