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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

JFS Wealth Advisors's IRTC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iRhythm Holdings (IRTC) stake by 50% in Q2 2026, selling an estimated $349 and leaving 3 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

JFS Wealth Advisors first reported a position in IRTC in Q1 2022 and has held it in 18 quarters since. The position peaked at $19K in Q1 2022. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

JFS Wealth Advisors held 3 shares of iRhythm Holdings worth $357 as of Q2 2026.
JFS Wealth Advisors sold 3 iRhythm Holdings shares in Q2 2026, an estimated $349.
iRhythm Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2027 holding.
JFS Wealth Advisors first reported a position in iRhythm Holdings in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's iRhythm Holdings position peaked at $19K in Q1 2022.
304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.