JFS Wealth Advisors’s iRhythm Holdings IRTC Stock Holding History

JFS Wealth Advisors’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	$357	Sell	3 -3	-50%	-$349	﹤0.01%	2027
2026 Q1	$709	Hold	6	–	–	﹤0.01%	1729
2025 Q4	$1.06K	Hold	6	–	–	﹤0.01%	1694
2025 Q3	$1.03K	Sell	6 -3	-33%	-$477	﹤0.01%	1618
2025 Q2	$1.39K	Hold	9	–	–	﹤0.01%	1490
2025 Q1	$943	Sell	9 -2	-18%	-$212	﹤0.01%	1659
2024 Q4	$992	Sell	11 -7	-39%	-$550	﹤0.01%	1674
2024 Q3	$1.34K	Sell	18 -23	-56%	-$1.83K	﹤0.01%	1626
2024 Q2	$4.41K	Sell	41 -6	-13%	-$613	﹤0.01%	1117
2024 Q1	$5.45K	Sell	47 -2	-4%	-$225	﹤0.01%	1066
2023 Q4	$5.25K	Sell	49 -15	-23%	-$1.31K	﹤0.01%	1036
2023 Q3	$6.03K	Sell	64 -13	-17%	-$1.32K	﹤0.01%	915
2023 Q2	$8.03K	Sell	77 -8	-9%	-$961	﹤0.01%	801
2023 Q1	$10.5K	Sell	85 -27	-24%	-$2.93K	﹤0.01%	698
2022 Q4	$10.5K	Sell	112 -2	-2%	-$218	﹤0.01%	692
2022 Q3	$14K	Hold	114	–	–	﹤0.01%	642
2022 Q2	$12K	Sell	114 -9	-7%	-$1.19K	﹤0.01%	715
2022 Q1	$19K	Buy	+123	New	+$15.8K	﹤0.01%	620

Other funds holding IRTC

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Torren Management San Diego, California $197M AUM