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Retirement Wealth Solutions’s iRadimed IRMD Stock Holding History

Retirement Wealth Solutions’s Portfolio IRMD Stock Details IRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Hold
145
– – 0.01% 196
2026
Q1 		$14K Sell
145
-12
-8% -$1.2K 0.01% 178
2025
Q4 		$15.3K Hold
157
– – 0.01% 181
2025
Q3 		$11.2K Sell
157
-14
-8% -$933 0.01% 218
2025
Q2 		$10.2K Hold
171
– – 0.01% 238
2025
Q1 		$8.97K Hold
171
– – 0.01% 236
2024
Q4 		$9.68K Buy
+171
New +$9K 0.01% 234

Other funds holding IRMD

SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Retirement Wealth Solutions's IRMD Position: Q2 2026 in Review

Retirement Wealth Solutions held its iRadimed (IRMD) position steady in Q2 2026 at 145 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #196.

Retirement Wealth Solutions first reported a position in IRMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q4 2025. 18 funds tracked by Wall St. Rank hold IRMD as of Q2 2026.

  • Retirement Wealth Solutions held 145 shares of iRadimed worth $13.9K as of Q2 2026.
  • Retirement Wealth Solutions left its iRadimed share count unchanged in Q2 2026.
  • iRadimed made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #196 holding.
  • Retirement Wealth Solutions first reported a position in iRadimed in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iRadimed position peaked at $15.3K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iRadimed as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.