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Sheaff Brock Investment Advisors’s Iron Mountain IRM Stock Holding History

Sheaff Brock Investment 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
Q1 		$9.58M Sell
111,304
-855
-0.8% -$82.4K 0.88% 21
2024
Q4 		$11.8M Sell
112,159
-5,704
-5% -$670K 1.03% 15
2024
Q3 		$14M Sell
117,863
-21,172
-15% -$2.26M 1.23% 11
2024
Q2 		$12.5M Sell
139,035
-14,611
-10% -$1.18M 1.16% 15
2024
Q1 		$12.3M Sell
153,646
-12,843
-8% -$930K 0.78% 18
2023
Q4 		$11.7M Sell
166,489
-4,113
-2% -$258K 0.9% 15
2023
Q3 		$10.1M Sell
170,602
-2,950
-2% -$180K 0.92% 20
2023
Q2 		$9.86M Sell
173,552
-2,169
-1% -$119K 0.83% 21
2023
Q1 		$9.3M Buy
175,721
+327
+0.2% +$17.1K 0.85% 22
2022
Q4 		$8.74M Buy
175,394
+87
+0% +$4.39K 0.86% 21
2022
Q3 		$7.71M Sell
175,307
-4,654
-3% -$235K 0.83% 23
2022
Q2 		$8.76M Sell
179,961
-13,744
-7% -$723K 0.73% 20
2022
Q1 		$10.7M Buy
193,705
+4,074
+2% +$194K 0.75% 17
2021
Q4 		$9.92M Buy
189,631
+4,900
+3% +$232K 0.66% 20
2021
Q3 		$8.03M Sell
184,731
-2,481
-1% -$112K 0.59% 21
2021
Q2 		$7.92M Sell
187,212
-11,240
-6% -$471K 0.57% 26
2021
Q1 		$7.34M Sell
198,452
-6,688
-3% -$224K 0.58% 27
2020
Q4 		$6.05M Sell
205,140
-2,228
-1% -$61.8K 0.51% 38
2020
Q3 		$5.55M Sell
207,368
-6,167
-3% -$175K 0.51% 32
2020
Q2 		$5.57M Buy
213,535
+5,037
+2% +$127K 0.55% 25
2020
Q1 		$4.96M Buy
+208,498
New +$6.31M 0.66% 24

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's IRM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Iron Mountain (IRM) stake by 0.76% in Q1 2025, selling an estimated $82.4K and leaving 111,304 shares worth $9.58M. The position accounts for 0.88% of the portfolio, ranked #21.

Sheaff Brock Investment Advisors first reported a position in IRM in Q1 2020 and has held it in 21 quarters since. The position peaked at $14M in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 111,304 shares of Iron Mountain worth $9.58M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 855 Iron Mountain shares in Q1 2025, an estimated $82.4K.
  • Iron Mountain made up 0.88% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #21 holding.
  • Sheaff Brock Investment Advisors first reported a position in Iron Mountain in Q1 2020 and has held it in 21 quarters since.
  • Sheaff Brock Investment Advisors's Iron Mountain position peaked at $14M in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.