MWM
IRM icon

Modera Wealth Management’s Iron Mountain IRM Stock Holding History

Modera 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
2025
Q3 		– Sell
-1,951
Closed -$200K – 658
2025
Q2 		$200K Buy
+1,951
New +$184K ﹤0.01% 629
2025
Q1 		– Sell
-1,928
Closed -$203K – 622
2024
Q4 		$203K Hold
1,928
– – ﹤0.01% 600
2024
Q3 		$229K Buy
+1,928
New +$206K ﹤0.01% 551

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

Modera Wealth Management's IRM Position: Q3 2025 in Review

Modera Wealth Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 1,951 shares — an estimated $200K sold.

Modera Wealth Management first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Modera Wealth Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 1,951 Iron Mountain shares in Q3 2025, an estimated $200K.
  • Modera Wealth Management first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
  • Modera Wealth Management's Iron Mountain position peaked at $229K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.