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Physician Wealth Advisors’s iRhythm Holdings IRTC Stock Holding History

Physician 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 		– Sell
-4
Closed -$473 – 2397
2026
Q1 		$473 Buy
+4
New +$577 ﹤0.01% 1946
2025
Q3 		– Sell
-3
Closed -$462 – 1973
2025
Q2 		$462 Buy
+3
New +$388 ﹤0.01% 1735

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

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

Physician Wealth Advisors sold out of iRhythm Holdings (IRTC) in Q2 2026, closing a stake of 4 shares — an estimated $473 sold.

Physician Wealth Advisors first reported a position in IRTC in Q2 2025 and held it in 2 quarters. The position peaked at $473 in Q1 2026. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Physician Wealth Advisors reported no remaining iRhythm Holdings position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 4 iRhythm Holdings shares in Q2 2026, an estimated $473.
  • Physician Wealth Advisors first reported a position in iRhythm Holdings in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's iRhythm Holdings position peaked at $473 in Q1 2026.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.