Values First Advisors’s iRhythm Holdings IRTC Stock Holding History

Values First 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	$727K	Buy	6,110 +173	+3%	+$20.1K	0.33%	93
2026 Q1	$701K	Buy	5,937 +172	+3%	+$24.8K	0.37%	73
2025 Q4	$1.02M	Sell	5,765 -464	-7%	-$82.2K	0.53%	61
2025 Q3	$1.07M	Sell	6,229 -296	-5%	-$47K	0.57%	54
2025 Q2	$1M	Buy	6,525 +322	+5%	+$41.6K	0.55%	53
2025 Q1	$650K	Buy	6,203 +615	+11%	+$65.1K	0.38%	67
2024 Q4	$504K	Buy	5,588 +467	+9%	+$36.7K	0.28%	95
2024 Q3	$380K	Buy	+5,121	New	+$408K	0.21%	110
2023 Q2	–	Sell	-933	Closed	-$116K	–	247
2023 Q1	$116K	Buy	+933	New	+$101K	0.07%	163

Other funds holding IRTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Values First Advisors's IRTC Position: Q2 2026 in Review

Values First Advisors increased its iRhythm Holdings (IRTC) stake by 2.9% in Q2 2026, buying an estimated $20.1K and bringing the position to 6,110 shares worth $727K. The position accounts for 0.33% of the portfolio, ranked #93.

Values First Advisors first reported a position in IRTC in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 303 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

Values First Advisors held 6,110 shares of iRhythm Holdings worth $727K as of Q2 2026.
Values First Advisors bought 173 iRhythm Holdings shares in Q2 2026, an estimated $20.1K.
iRhythm Holdings made up 0.33% of Values First Advisors's portfolio in Q2 2026, its #93 holding.
Values First Advisors first reported a position in iRhythm Holdings in Q1 2023 and has held it in 9 quarters since.
Values First Advisors's iRhythm Holdings position peaked at $1.07M in Q3 2025.
303 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.