Allworth Financial’s iRhythm Holdings IRTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.5K	Buy	182 +10	+6%	+$1.44K	﹤0.01%	2942
2025 Q4	$30.5K	Sell	172 -12	-7%	-$2.13K	﹤0.01%	2529
2025 Q3	$31.6K	Sell	184 -66	-26%	-$10.5K	﹤0.01%	2421
2025 Q2	$38.5K	Buy	250 +3	+1%	+$388	﹤0.01%	2111
2025 Q1	$25.9K	Hold	247	–	–	﹤0.01%	1920
2024 Q4	$27.4K	Hold	247	–	–	﹤0.01%	1905
2024 Q3	$18.3K	Buy	247 +192	+349%	+$15.3K	﹤0.01%	1970
2024 Q2	$5.44K	Buy	+55	New	+$5.62K	﹤0.01%	2483
2023 Q4	–	Sell	-10	Closed	-$943	–	3545
2023 Q3	$943	Hold	10	–	–	﹤0.01%	2870
2023 Q2	$1.04K	Hold	10	–	–	﹤0.01%	2716
2023 Q1	$1.24K	Buy	+10	New	+$1.08K	﹤0.01%	2594
2022 Q4	–	Sell	-8	Closed	-$1K	–	3099
2022 Q3	$1K	Buy	8 +3	+60%	+$433	﹤0.01%	2411
2022 Q2	$1K	Buy	+5	New	+$662	﹤0.01%	2180