JFS Wealth Advisors’s Iridium Communications IRDM Stock Holding History

JFS Wealth Advisors’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	$4.66K	Buy	85 +65	+325%	+$2.78K	﹤0.01%	1302
2026 Q1	$555	Hold	20	–	–	﹤0.01%	1758
2025 Q4	$348	Sell	20 -11	-35%	-$194	﹤0.01%	1837
2025 Q3	$542	Sell	31 -15	-33%	-$371	﹤0.01%	1746
2025 Q2	$1.39K	Sell	46 -36	-44%	-$936	﹤0.01%	1489
2025 Q1	$2.24K	Buy	82 +76	+1,267%	+$2.23K	﹤0.01%	1430
2024 Q4	$175	Sell	6 -16	-73%	-$476	﹤0.01%	1857
2024 Q3	$670	Sell	22 -5	-19%	-$136	﹤0.01%	1758
2024 Q2	$719	Sell	27 -17	-39%	-$479	﹤0.01%	1742
2024 Q1	$1.15K	Sell	44 -24	-35%	-$781	﹤0.01%	1622
2023 Q4	$2.8K	Sell	68 -8	-11%	-$317	﹤0.01%	1291
2023 Q3	$3.46K	Sell	76 -31	-29%	-$1.61K	﹤0.01%	1146
2023 Q2	$6.65K	Sell	107 -4	-4%	-$247	﹤0.01%	883
2023 Q1	$6.88K	Sell	111 -1	-0.9%	-$60	﹤0.01%	868
2022 Q4	$5.76K	Buy	112 +5	+5%	+$251	﹤0.01%	933
2022 Q3	$5K	Buy	107 +39	+57%	+$1.69K	﹤0.01%	983
2022 Q2	$3K	Sell	68 -6	-8%	-$224	﹤0.01%	1193
2022 Q1	$3K	Buy	74 +43	+139%	+$1.62K	﹤0.01%	1261
2021 Q4	$1K	Buy	+31	New	+$1.25K	﹤0.01%	1413

Other funds holding IRDM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return