Neo Ivy Capital Management’s Iron Mountain IRM Stock Holding History

Neo Ivy Capital 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 Q2	–	Sell	-6,468	Closed	-$557K	–	413
2025 Q1	$557K	Buy	6,468 +5,697	+739%	+$549K	0.18%	184
2024 Q4	$81K	Buy	+771	New	+$90.6K	0.02%	239
2022 Q4	$260K	Buy	+5,220	New	+$264K	0.18%	206
2021 Q4	–	Sell	-4,155	Closed	-$108K	–	528
2021 Q3	$108K	Buy	4,155 +3,810	+1,104%	+$171K	0.12%	235
2021 Q2	$15K	Buy	+345	New	+$14.5K	0.02%	381
2020 Q4	–	Sell	-15,817	Closed	-$423K	–	494
2020 Q3	$423K	Buy	15,817 +11,662	+281%	+$332K	0.43%	71
2020 Q2	$108K	Buy	4,155 +236	+6%	+$5.96K	0.12%	235
2020 Q1	$93K	Sell	3,919 -1,637	-29%	-$49.5K	0.15%	232
2019 Q4	$177K	Buy	+5,556	New	+$182K	0.2%	168
2019 Q3	–	Sell	-23,040	Closed	-$721K	–	339
2019 Q2	$721K	Buy	+23,040	New	+$755K	0.41%	115

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Neo Ivy Capital Management's IRM Position: Q2 2025 in Review

Neo Ivy Capital Management sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 6,468 shares — an estimated $557K sold.

Neo Ivy Capital Management first reported a position in IRM in Q2 2019 and held it in 10 quarters. The position peaked at $721K in Q2 2019. 1,045 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Neo Ivy Capital Management reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 6,468 Iron Mountain shares in Q2 2025, an estimated $557K.
Neo Ivy Capital Management first reported a position in Iron Mountain in Q2 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Iron Mountain position peaked at $721K in Q2 2019.
1,045 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Neo Ivy Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.