Creative Planning
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Creative Planning’s iRhythm Holdings IRTC Stock Holding History

Creative Planning’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
2026
Q1 		$1.87M Buy
15,841
+1,691
+12% +$244K ﹤0.01% 1944
2025
Q4 		$2.51M Sell
14,150
-200
-1% -$35.4K ﹤0.01% 1535
2025
Q3 		$2.47M Buy
14,350
+3,875
+37% +$616K ﹤0.01% 1370
2025
Q2 		$1.61M Buy
10,475
+1,933
+23% +$250K ﹤0.01% 1485
2025
Q1 		$894K Buy
8,542
+4,463
+109% +$473K ﹤0.01% 1802
2024
Q4 		$368K Buy
+4,079
New +$320K ﹤0.01% 2507
2024
Q3 		– Sell
-3,576
Closed -$385K – 3257
2024
Q2 		$385K Buy
+3,576
New +$365K ﹤0.01% 2164

Other funds holding IRTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return