SeaCrest Wealth Management’s iRhythm Holdings IRTC Stock Holding History

SeaCrest Wealth Management’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	-1,830	Closed	-$216K	–	610
2026 Q1	$216K	Sell	1,830 -200	-10%	-$28.9K	0.02%	581
2025 Q4	$380K	Hold	2,030	–	–	0.04%	396
2025 Q3	$363K	Hold	2,030	–	–	0.04%	412
2025 Q2	$313K	Hold	2,030	–	–	0.03%	449
2025 Q1	$213K	Buy	+2,030	New	+$215K	0.02%	600
2024 Q3	–	Sell	-2,125	Closed	-$229K	–	659
2024 Q2	$229K	Buy	2,125 +150	+8%	+$15.3K	0.03%	546
2024 Q1	$229K	Buy	1,975 +25	+1%	+$2.81K	0.03%	534
2023 Q4	$205K	Buy	+1,950	New	+$170K	0.03%	574
2023 Q3	–	Sell	-1,985	Closed	-$207K	–	635
2023 Q2	$207K	Buy	1,985 +25	+1%	+$3K	0.03%	567
2023 Q1	$243K	Buy	+1,960	New	+$213K	0.03%	527
2022 Q4	–	Sell	-1,830	Closed	-$229K	–	654
2022 Q3	$229K	Hold	1,830	–	–	0.03%	506
2022 Q2	$198K	Buy	1,830 +50	+3%	+$6.62K	0.02%	610
2022 Q1	$280K	Buy	1,780 +40	+2%	+$5.14K	0.03%	535
2021 Q4	$205K	Buy	+1,740	New	+$160K	0.02%	644

Other funds holding IRTC

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Torren Management San Diego, California $197M AUM