IFWM
IRDM icon

Institute for Wealth Management’s Iridium Communications IRDM Stock Holding History

Institute for Wealth Management’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6K Buy
+340
New +$14.5K ﹤0.01% 1153
2024
Q4 		– Sell
-7,922
Closed -$241K – 539
2024
Q3 		$241K Sell
7,922
-105
-1% -$2.86K 0.03% 473
2024
Q2 		$214K Sell
8,027
-275
-3% -$7.74K 0.03% 464
2024
Q1 		$217K Sell
8,302
-10,153
-55% -$330K 0.03% 467
2023
Q4 		$760K Buy
18,455
+3,534
+24% +$140K 0.12% 196
2023
Q3 		$679K Buy
14,921
+1,050
+8% +$54.4K 0.12% 201
2023
Q2 		$862K Sell
13,871
-364
-3% -$22.5K 0.15% 171
2023
Q1 		$882K Sell
14,235
-77
-0.5% -$4.61K 0.17% 158
2022
Q4 		$736K Hold
14,312
– – 0.15% 188
2022
Q3 		$635K Buy
14,312
+256
+2% +$11.1K 0.14% 190
2022
Q2 		$528K Hold
14,056
– – 0.1% 261
2022
Q1 		$567K Sell
14,056
-150
-1% -$5.65K 0.09% 272
2021
Q4 		$587K Hold
14,206
– – 0.1% 250
2021
Q3 		$566K Hold
14,206
– – 0.1% 250
2021
Q2 		$568K Hold
14,206
– – 0.1% 246
2021
Q1 		$586K Buy
14,206
+1,001
+8% +$43.8K 0.11% 230
2020
Q4 		$519K Hold
13,205
– – 0.1% 244
2020
Q3 		$338K Hold
13,205
– – 0.08% 297
2020
Q2 		$336K Buy
+13,205
New +$310K 0.08% 303

Other funds holding IRDM

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Institute for Wealth Management's IRDM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Iridium Communications (IRDM) in Q2 2026: 340 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #1153 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IRDM as recently as Q3 2024.

Institute for Wealth Management first reported a position in IRDM in Q2 2020 and has held it in 19 quarters since. The position peaked at $882K in Q1 2023. 116 funds tracked by Wall St. Rank hold IRDM as of Q2 2026.

  • Institute for Wealth Management held 340 shares of Iridium Communications worth $18.6K as of Q2 2026.
  • Iridium Communications was a new Institute for Wealth Management position in Q2 2026.
  • Iridium Communications made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1153 holding.
  • Institute for Wealth Management first reported a position in Iridium Communications in Q2 2020 and has held it in 19 quarters since.
  • Institute for Wealth Management's Iridium Communications position peaked at $882K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Iridium Communications as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.