Values First Advisors’s Iron Mountain IRM Stock Holding History

Values First 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	–	Sell	-1,682	Closed	-$177K	–	208
2024 Q4	$177K	Sell	1,682 -353	-17%	-$41.5K	0.1%	171
2024 Q3	$242K	Buy	+2,035	New	+$218K	0.13%	136

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

Values First Advisors's IRM Position: Q1 2025 in Review

Values First Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 1,682 shares — an estimated $177K sold.

Values First Advisors first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $242K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Values First Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 1,682 Iron Mountain shares in Q1 2025, an estimated $177K.
Values First Advisors first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
Values First Advisors's Iron Mountain position peaked at $242K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.