Root Financial Partners
IRTC icon

Root Financial Partners’s iRhythm Holdings IRTC Stock Holding History

Root Financial Partners’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
Q3 		$20K Buy
+176
New +$20.8K ﹤0.01% 1553
2026
Q2 		– Sell
-182
Closed -$21.5K – 1792
2026
Q1 		$21.5K Buy
182
+6
+3% +$866 ﹤0.01% 1288
2025
Q4 		$31.2K Hold
176
– – ﹤0.01% 920
2025
Q3 		$30.3K Buy
+176
New +$28K ﹤0.01% 890

Other funds holding IRTC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Eventide Asset Management
Eventide Asset Management Boston, Massachusetts $7.14B AUM 65.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's IRTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in iRhythm Holdings (IRTC) in Q3 2026: 176 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IRTC as recently as Q1 2026.

Root Financial Partners first reported a position in IRTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.2K in Q4 2025. 231 funds tracked by Wall St. Rank hold IRTC as of Q3 2026.

  • Root Financial Partners held 176 shares of iRhythm Holdings worth $20K as of Q3 2026.
  • iRhythm Holdings was a new Root Financial Partners position in Q3 2026.
  • iRhythm Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1553 holding.
  • Root Financial Partners first reported a position in iRhythm Holdings in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iRhythm Holdings position peaked at $31.2K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.