Creative Planning
IRTC icon

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
Q2 		$1.14M Sell
9,571
-6,270
-40% -$729K ﹤0.01% 2536
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 $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Creative Planning's IRTC Position: Q2 2026 in Review

Creative Planning reduced its iRhythm Holdings (IRTC) stake by 40% in Q2 2026, selling an estimated $729K and leaving 9,571 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Creative Planning first reported a position in IRTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q4 2025. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Creative Planning held 9,571 shares of iRhythm Holdings worth $1.14M as of Q2 2026.
  • Creative Planning sold 6,270 iRhythm Holdings shares in Q2 2026, an estimated $729K.
  • iRhythm Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2536 holding.
  • Creative Planning first reported a position in iRhythm Holdings in Q2 2024 and has held it in 8 quarters since.
  • Creative Planning's iRhythm Holdings position peaked at $2.51M in Q4 2025.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

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