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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's IRTC Position: Q1 2026 in Review

Values First Advisors increased its iRhythm Holdings (IRTC) stake by 3% in Q1 2026, buying an estimated $24.8K and bringing the position to 5,937 shares worth $701K. The position accounts for 0.37% of the portfolio, ranked #73.

Values First Advisors first reported a position in IRTC in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2025. 304 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

Values First Advisors held 5,937 shares of iRhythm Holdings worth $701K as of Q1 2026.
Values First Advisors bought 172 iRhythm Holdings shares in Q1 2026, an estimated $24.8K.
iRhythm Holdings made up 0.37% of Values First Advisors's portfolio in Q1 2026, its #73 holding.
Values First Advisors first reported a position in iRhythm Holdings in Q1 2023 and has held it in 8 quarters since.
Values First Advisors's iRhythm Holdings position peaked at $1.07M in Q3 2025.
304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.