Howe & Rusling’s iRhythm Holdings IRTC Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-300	Closed	-$38K	–	668
2022 Q3	$38K	Hold	300	–	–	0.01%	342
2022 Q2	$32K	Hold	300	–	–	﹤0.01%	361
2022 Q1	$47K	Hold	300	–	–	0.01%	321
2021 Q4	$35K	Hold	300	–	–	﹤0.01%	362
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	432
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	404
2021 Q1	$42K	Hold	300	–	–	0.01%	311
2020 Q4	$71K	Hold	300	–	–	0.01%	256
2020 Q3	$71K	Hold	300	–	–	0.01%	233
2020 Q2	$35K	Hold	300	–	–	0.01%	292
2020 Q1	$24K	Buy	+300	New	+$24.9K	0.01%	325

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LOM

LTS One Management New York $239M AUM 18.42% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Howe & Rusling's IRTC Position: Q4 2022 in Review

Howe & Rusling sold out of iRhythm Holdings (IRTC) in Q4 2022, closing a stake of 300 shares — an estimated $38K sold.

Howe & Rusling first reported a position in IRTC in Q1 2020 and held it in 11 quarters. The position peaked at $71K in Q4 2020. 208 funds tracked by Wall St. Rank hold IRTC as of Q4 2022.

Howe & Rusling reported no remaining iRhythm Holdings position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 300 iRhythm Holdings shares in Q4 2022, an estimated $38K.
Howe & Rusling first reported a position in iRhythm Holdings in Q1 2020 and held it in 11 quarters.
Howe & Rusling's iRhythm Holdings position peaked at $71K in Q4 2020.
208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.