Jones Financial Companies
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Jones Financial Companies’s iRhythm Holdings IRTC Stock Holding History

Jones Financial Companies’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 		$820K Buy
6,896
+662
+11% +$77K ﹤0.01% 1989
2026
Q1 		$736K Buy
6,234
+5,967
+2,235% +$861K ﹤0.01% 1855
2025
Q4 		$47.4K Buy
267
+47
+21% +$8.33K ﹤0.01% 2556
2025
Q3 		$37.6K Hold
220
– – ﹤0.01% 2499
2025
Q2 		$34K Hold
220
– – ﹤0.01% 2377
2025
Q1 		$23.1K Buy
220
+112
+104% +$11.9K ﹤0.01% 2375
2024
Q4 		$9.74K Buy
108
+3
+3% +$236 ﹤0.01% 2534
2024
Q3 		$7.65K Buy
105
+60
+133% +$4.78K ﹤0.01% 2315
2024
Q2 		$4.84K Buy
+45
New +$4.6K ﹤0.01% 1940

Other funds holding IRTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
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

Jones Financial Companies's IRTC Position: Q2 2026 in Review

Jones Financial Companies increased its iRhythm Holdings (IRTC) stake by 11% in Q2 2026, buying an estimated $77K and bringing the position to 6,896 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Jones Financial Companies first reported a position in IRTC in Q2 2024 and has held it in 9 quarters since. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Jones Financial Companies held 6,896 shares of iRhythm Holdings worth $820K as of Q2 2026.
  • Jones Financial Companies bought 662 iRhythm Holdings shares in Q2 2026, an estimated $77K.
  • iRhythm Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1989 holding.
  • Jones Financial Companies first reported a position in iRhythm Holdings in Q2 2024 and has held it in 9 quarters since.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.