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Prevail Innovative Wealth Advisors’s Iron Mountain IRM Stock Holding History

Prevail Innovative Wealth Advisors’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
-46,555
Closed -$4.78M – 219
2025
Q2 		$4.78M Buy
46,555
+14,907
+47% +$1.41M 1.07% 22
2025
Q1 		$2.72M Buy
+31,648
New +$3.05M 0.73% 41

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

Prevail Innovative Wealth Advisors's IRM Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 46,555 shares — an estimated $4.78M sold.

Prevail Innovative Wealth Advisors first reported a position in IRM in Q1 2025 and held it in 2 quarters. The position peaked at $4.78M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 46,555 Iron Mountain shares in Q3 2025, an estimated $4.78M.
  • Prevail Innovative Wealth Advisors first reported a position in Iron Mountain in Q1 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Iron Mountain position peaked at $4.78M in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.