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IRON Financial’s Iron Mountain IRM Stock Holding History

IRON 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
2025
Q3 		– Sell
-2,517
Closed -$258K – 151
2025
Q2 		$258K Buy
2,517
+34
+1% +$3.21K 0.13% 97
2025
Q1 		$214K Buy
+2,483
New +$239K 0.12% 104
2022
Q2 		– Sell
-3,681
Closed -$204K – 104
2022
Q1 		$204K Sell
3,681
-7,733
-68% -$368K 0.09% 102
2021
Q4 		$597K Buy
11,414
+519
+5% +$24.5K 0.27% 47
2021
Q3 		$473K Buy
+10,895
New +$490K 0.23% 57

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IRON Financial's IRM Position: Q3 2025 in Review

IRON Financial sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,517 shares — an estimated $258K sold.

IRON Financial first reported a position in IRM in Q3 2021 and held it in 5 quarters. The position peaked at $597K in Q4 2021. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • IRON Financial reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • IRON Financial sold 2,517 Iron Mountain shares in Q3 2025, an estimated $258K.
  • IRON Financial first reported a position in Iron Mountain in Q3 2021 and held it in 5 quarters.
  • IRON Financial's Iron Mountain position peaked at $597K in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on IRON Financial's 13F filing for Q3 2025, filed 24 Oct 2025.