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Innovative Advisory Group, LLC’s Iron Mountain IRM Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-50
Closed -$4.15K – 123
2025
Q4 		$4.15K Hold
50
– – ﹤0.01% 171
2025
Q3 		$5.1K Hold
50
– – ﹤0.01% 160
2025
Q2 		$5.13K Hold
50
– – ﹤0.01% 154
2025
Q1 		$4.3K Hold
50
– – ﹤0.01% 139
2024
Q4 		$5.26K Buy
+50
New +$5.88K ﹤0.01% 123

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 $3.38T AUM 44.17% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Advisory Group, LLC's IRM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 50 shares — an estimated $4.15K sold.

Innovative Advisory Group, LLC first reported a position in IRM in Q4 2024 and held it in 5 quarters. The position peaked at $5.26K in Q4 2024. 1,091 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 50 Iron Mountain shares in Q1 2026, an estimated $4.15K.
  • Innovative Advisory Group, LLC first reported a position in Iron Mountain in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Iron Mountain position peaked at $5.26K in Q4 2024.
  • 1,091 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.