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Institutional & Family Asset Management’s iRhythm Holdings IRTC Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$323 Hold
3
– – ﹤0.01% 720
2024
Q1 		$348 Hold
3
– – ﹤0.01% 708
2023
Q4 		$321 Hold
3
– – ﹤0.01% 687
2023
Q3 		$283 Hold
3
– – ﹤0.01% 688
2023
Q2 		$313 Hold
3
– – ﹤0.01% 715
2023
Q1 		$372 Hold
3
– – ﹤0.01% 694
2022
Q4 		$281 Hold
3
– – ﹤0.01% 689
2022
Q3 		$0 Buy
+3
New +$433 ﹤0.01% 739
2021
Q1 		– Sell
-5
Closed -$1K – 965
2020
Q4 		$1K Sell
5
-3
-38% -$684 ﹤0.01% 838
2020
Q3 		$2K Buy
+8
New +$1.42K ﹤0.01% 706

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's IRTC Position: Q2 2024 in Review

Institutional & Family Asset Management held its iRhythm Holdings (IRTC) position steady in Q2 2024 at 3 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Institutional & Family Asset Management first reported a position in IRTC in Q3 2020 and has held it in 10 quarters since. The position peaked at $2K in Q3 2020. 228 funds tracked by Wall St. Rank hold IRTC as of Q2 2024.

  • Institutional & Family Asset Management held 3 shares of iRhythm Holdings worth $323 as of Q2 2024.
  • Institutional & Family Asset Management left its iRhythm Holdings share count unchanged in Q2 2024.
  • iRhythm Holdings made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #720 holding.
  • Institutional & Family Asset Management first reported a position in iRhythm Holdings in Q3 2020 and has held it in 10 quarters since.
  • Institutional & Family Asset Management's iRhythm Holdings position peaked at $2K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.