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 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 $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's IRMD Position: Q1 2026 in Review

Creative Planning increased its iRadimed (IRMD) stake by 24% in Q1 2026, buying an estimated $137K and bringing the position to 7,066 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Creative Planning first reported a position in IRMD in Q4 2015 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IRMD as of Q1 2026.

Creative Planning held 7,066 shares of iRadimed worth $680K as of Q1 2026.
Creative Planning bought 1,365 iRadimed shares in Q1 2026, an estimated $137K.
iRadimed made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2779 holding.
Creative Planning first reported a position in iRadimed in Q4 2015 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held iRadimed as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.