MWA
ITRM

Medallion Wealth Advisors’s Iterum Therapeutics ITRM Stock Holding History

Medallion Wealth Advisors’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50 Hold
1,680
– – ﹤0.01% 1112
2025
Q4 		$563 Hold
1,680
– – ﹤0.01% 1071
2025
Q3 		$1.13K Hold
1,680
– – ﹤0.01% 1026
2025
Q2 		$1.67K Hold
1,680
– – ﹤0.01% 974
2025
Q1 		$2.07K Hold
1,680
– – ﹤0.01% 913
2024
Q4 		$2.07K Buy
+1,680
New +$2.63K ﹤0.01% 852

Other funds holding ITRM

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GWP
Gen-Wealth Partners Zeeland, Michigan $317M AUM 17.24% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's ITRM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Iterum Therapeutics (ITRM) position steady in Q1 2026 at 1,680 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Medallion Wealth Advisors first reported a position in ITRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07K in Q1 2025. 18 funds tracked by Wall St. Rank hold ITRM as of Q1 2026.

  • Medallion Wealth Advisors held 1,680 shares of Iterum Therapeutics worth $50 as of Q1 2026.
  • Medallion Wealth Advisors left its Iterum Therapeutics share count unchanged in Q1 2026.
  • Iterum Therapeutics made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1112 holding.
  • Medallion Wealth Advisors first reported a position in Iterum Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Iterum Therapeutics position peaked at $2.07K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.