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Robinson Smith Wealth Advisors’s Iron Mountain IRM Stock Holding History

Robinson Smith 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
Q2 		– Sell
-3,425
Closed -$295K – 94
2025
Q1 		$295K Buy
3,425
+825
+32% +$79.5K 0.25% 67
2024
Q4 		$273K Hold
2,600
– – 0.23% 65
2024
Q3 		$309K Sell
2,600
-900
-26% -$96.3K 0.26% 64
2024
Q2 		$314K Hold
3,500
– – 0.28% 65
2024
Q1 		$281K Hold
3,500
– – 0.27% 68
2023
Q4 		$245K Buy
+3,500
New +$220K 0.24% 76

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Robinson Smith Wealth Advisors's IRM Position: Q2 2025 in Review

Robinson Smith Wealth Advisors sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 3,425 shares — an estimated $295K sold.

Robinson Smith Wealth Advisors first reported a position in IRM in Q4 2023 and held it in 6 quarters. The position peaked at $314K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Robinson Smith Wealth Advisors reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Robinson Smith Wealth Advisors sold 3,425 Iron Mountain shares in Q2 2025, an estimated $295K.
  • Robinson Smith Wealth Advisors first reported a position in Iron Mountain in Q4 2023 and held it in 6 quarters.
  • Robinson Smith Wealth Advisors's Iron Mountain position peaked at $314K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.