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Iron Mountain shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Iron Mountain

Tip: Access up to 7 years of quarterly data

All positions including Iron Mountain held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iron Mountain by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $373k 3.0k 126.31
2021-12-31 $2.0k 50 40.00

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Ea Series Trust Amplius Aggressv (AAAA)
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RBB Motley Fol Etf (TMFC)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Global 100 Etf (IOO)
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Victory Portfolios Ii Short Trm Bd Etf (USTB)
Columbia Etf Tr I Core Bond Etf (CRUX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Amplius Wealth Advisors

Top funds holding Iron Mountain

BlackRock
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Cohen & Steers Capital Management
Geode Capital Management
FMR
Morgan Stanley
Principal Financial Group
Dimensional Fund Advisors
Northern Trust
Charles Schwab Investment Management
Invesco
Legal & General Group
Daiwa Securities Group

View all funds holding Iron Mountain