Virtus ETF Advisers’s Iron Mountain IRM Stock Holding History

Virtus ETF Advisers’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	-8,983	Closed	-$944K	–	606
2024 Q4	$944K	Sell	8,983 -6	-0.1%	-$705	0.39%	133
2024 Q3	$1.07M	Buy	+8,989	New	+$961K	0.5%	18
2022 Q1	–	Sell	-43,963	Closed	-$2.3M	–	398
2021 Q4	$2.3M	Buy	43,963 +7,679	+21%	+$363K	0.87%	14
2021 Q3	$1.58M	Sell	36,284 -3,810	-10%	-$171K	0.69%	32
2021 Q2	$1.7M	Sell	40,094 -5,861	-13%	-$246K	0.7%	18
2021 Q1	$1.7M	Sell	45,955 -5,208	-10%	-$174K	0.72%	14
2020 Q4	$1.51M	Buy	51,163 +2,847	+6%	+$79K	0.63%	62
2020 Q3	$1.29M	Buy	48,316 +11,809	+32%	+$336K	0.68%	25
2020 Q2	$953K	Sell	36,507 -14,939	-29%	-$377K	0.45%	78
2020 Q1	$1.22M	Sell	51,446 -61,031	-54%	-$1.85M	0.5%	69
2019 Q4	$3.58M	Buy	112,477 +24,817	+28%	+$814K	0.59%	81
2019 Q3	$2.84M	Buy	87,660 +14,100	+19%	+$443K	0.57%	80
2019 Q2	$2.3M	Buy	+73,560	New	+$2.41M	0.49%	120

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

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 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 Oslo, Norway $935B AUM

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