Riverview Trust Company’s Iron Mountain IRM Stock Holding History

Riverview Trust Company’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 Q1	–	Sell	-8	Closed	-$841	–	719
2024 Q4	$841	Hold	8	–	–	﹤0.01%	669
2024 Q3	$951	Buy	+8	New	+$856	﹤0.01%	643
2022 Q4	–	Sell	-421	Closed	-$19K	–	793
2022 Q3	$19K	Hold	421	–	–	0.02%	372
2022 Q2	$20K	Hold	421	–	–	0.02%	395
2022 Q1	$23K	Buy	+421	New	+$20.1K	0.02%	433
2019 Q2	–	Sell	-285	Closed	-$10K	–	333
2019 Q1	$10K	Buy	+285	New	+$10.1K	0.01%	263

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Riverview Trust Company's IRM Position: Q1 2025 in Review

Riverview Trust Company sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 8 shares — an estimated $841 sold.

Riverview Trust Company first reported a position in IRM in Q1 2019 and held it in 6 quarters. The position peaked at $23K in Q1 2022. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Riverview Trust Company reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 8 Iron Mountain shares in Q1 2025, an estimated $841.
Riverview Trust Company first reported a position in Iron Mountain in Q1 2019 and held it in 6 quarters.
Riverview Trust Company's Iron Mountain position peaked at $23K in Q1 2022.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.