Creative Planning’s iRadimed IRMD Stock Holding History

Creative Planning’s Portfolio IRMD Stock Details IRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Sell	5,746 -1,320	-19%	-$120K	﹤0.01%	3121
2026 Q1	$680K	Buy	7,066 +1,365	+24%	+$137K	﹤0.01%	2779
2025 Q4	$555K	Buy	5,701 +1,280	+29%	+$110K	﹤0.01%	2748
2025 Q3	$315K	Buy	+4,421	New	+$295K	﹤0.01%	3100
2017 Q3	–	Sell	-500	Closed	-$4K	–	2785
2017 Q2	$4K	Buy	+500	New	+$4.27K	﹤0.01%	4099
2016 Q3	–	Sell	-2,527	Closed	-$55K	–	4656
2016 Q2	$55K	Sell	2,527 -90	-3%	-$1.62K	﹤0.01%	2079
2016 Q1	$50K	Buy	2,617 +2,517	+2,517%	+$48.2K	﹤0.01%	2109
2015 Q4	$3K	Buy	+100	New	+$2.83K	﹤0.01%	3908

Other funds holding IRMD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

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

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

Creative Planning's IRMD Position: Q2 2026 in Review

Creative Planning reduced its iRadimed (IRMD) stake by 19% in Q2 2026, selling an estimated $120K and leaving 5,746 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Creative Planning first reported a position in IRMD in Q4 2015 and has held it in 8 quarters since. The position peaked at $680K in Q1 2026. 214 funds tracked by Wall St. Rank hold IRMD as of Q2 2026.

Creative Planning held 5,746 shares of iRadimed worth $549K as of Q2 2026.
Creative Planning sold 1,320 iRadimed shares in Q2 2026, an estimated $120K.
iRadimed made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3121 holding.
Creative Planning first reported a position in iRadimed in Q4 2015 and has held it in 8 quarters since.
Creative Planning's iRadimed position peaked at $680K in Q1 2026.
214 funds tracked by Wall St. Rank held iRadimed as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.