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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Virtus ETF Advisers's IRM Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 8,983 shares — an estimated $944K sold.

Virtus ETF Advisers first reported a position in IRM in Q2 2019 and held it in 13 quarters. The position peaked at $3.58M in Q4 2019. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Virtus ETF Advisers reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Virtus ETF Advisers sold 8,983 Iron Mountain shares in Q1 2025, an estimated $944K.
Virtus ETF Advisers first reported a position in Iron Mountain in Q2 2019 and held it in 13 quarters.
Virtus ETF Advisers's Iron Mountain position peaked at $3.58M in Q4 2019.
996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.