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Ruedi Wealth Management’s Iron Mountain IRM Stock Holding History

Ruedi Wealth 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
Closed -$516 – 186
2025
Q1 		$516 Hold
6
– – ﹤0.01% 308
2024
Q4 		$631 Hold
6
– – ﹤0.01% 308
2024
Q3 		$713 Sell
6
-5
-45% -$535 ﹤0.01% 312
2024
Q2 		$986 Buy
+11
New +$890 ﹤0.01% 369

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

Ruedi Wealth Management's IRM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 6 shares — an estimated $516 sold.

Ruedi Wealth Management first reported a position in IRM in Q2 2024 and held it in 4 quarters. The position peaked at $986 in Q2 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 6 Iron Mountain shares in Q2 2025, an estimated $516.
  • Ruedi Wealth Management first reported a position in Iron Mountain in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Iron Mountain position peaked at $986 in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.