OIA
ITRM

OneDigital Investment Advisors’s Iterum Therapeutics ITRM Stock Holding History

OneDigital Investment 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
2025
Q4 		– Sell
-191,000
Closed -$128K – 1555
2025
Q3 		$128K Buy
191,000
+30,000
+19% +$23.5K ﹤0.01% 1450
2025
Q2 		$160K Buy
161,000
+60,000
+59% +$62.6K ﹤0.01% 1398
2025
Q1 		$124K Buy
+101,000
New +$150K ﹤0.01% 1354
2022
Q3 		– Sell
-1,104
Closed -$3K – 779
2022
Q2 		$3K Hold
1,104
– – ﹤0.01% 707
2022
Q1 		$6K Hold
1,104
– – ﹤0.01% 751
2021
Q4 		$6K Buy
+1,104
New +$8.53K ﹤0.01% 788

Other funds holding ITRM

AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GWP
Gen-Wealth Partners Zeeland, Michigan $360M AUM 27.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

OneDigital Investment Advisors's ITRM Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Iterum Therapeutics (ITRM) in Q4 2025, closing a stake of 191,000 shares — an estimated $128K sold.

OneDigital Investment Advisors first reported a position in ITRM in Q4 2021 and held it in 6 quarters. The position peaked at $160K in Q2 2025. 20 funds tracked by Wall St. Rank hold ITRM as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Iterum Therapeutics position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 191,000 Iterum Therapeutics shares in Q4 2025, an estimated $128K.
  • OneDigital Investment Advisors first reported a position in Iterum Therapeutics in Q4 2021 and held it in 6 quarters.
  • OneDigital Investment Advisors's Iterum Therapeutics position peaked at $160K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.