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Carolinas Wealth Consulting’s iRhythm Holdings IRTC Stock Holding History

Carolinas Wealth Consulting’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed -$1.48K – 463
2025
Q1 		$1.48K Sell
14
-2
-13% -$212 ﹤0.01% 856
2024
Q4 		$1.41K Buy
+16
New +$1.26K ﹤0.01% 889
2024
Q3 		– Sell
-11
Closed -$1.1K – 1076
2024
Q2 		$1.1K Buy
11
+2
+22% +$204 ﹤0.01% 896
2024
Q1 		$1.05K Buy
+9
New +$1.01K ﹤0.01% 890
2020
Q4 		– Sell
-6
Closed -$1K – 945
2020
Q3 		$1K Buy
+6
New +$1.06K ﹤0.01% 838

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Carolinas Wealth Consulting's IRTC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iRhythm Holdings (IRTC) in Q2 2025, closing a stake of 14 shares — an estimated $1.48K sold.

Carolinas Wealth Consulting first reported a position in IRTC in Q3 2020 and held it in 5 quarters. The position peaked at $1.48K in Q1 2025. 303 funds tracked by Wall St. Rank hold IRTC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iRhythm Holdings position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 iRhythm Holdings shares in Q2 2025, an estimated $1.48K.
  • Carolinas Wealth Consulting first reported a position in iRhythm Holdings in Q3 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's iRhythm Holdings position peaked at $1.48K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.