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Wealth Enhancement Trust Services’s Iron Mountain IRM Stock Holding History

Wealth Enhancement Trust Services’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
2026
Q2 		$185K Buy
1,461
+154
+12% +$18.9K 0.02% 296
2026
Q1 		$133K Buy
1,307
+15
+1% +$1.49K 0.02% 316
2025
Q4 		$107K Buy
+1,292
New +$121K 0.01% 315

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's IRM Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Iron Mountain (IRM) stake by 12% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,461 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #296.

Wealth Enhancement Trust Services first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,461 shares of Iron Mountain worth $185K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 154 Iron Mountain shares in Q2 2026, an estimated $18.9K.
  • Iron Mountain made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #296 holding.
  • Wealth Enhancement Trust Services first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 862 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.