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 Q3	$844K	Buy	7,428 +1,318	+22%	+$156K	0.4%	70
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

MSK

Melissa S. Kampmann $128M AUM 13.41% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Values First Advisors's IRTC Position: Q3 2026 in Review

Values First Advisors increased its iRhythm Holdings (IRTC) stake by 22% in Q3 2026, buying an estimated $156K and bringing the position to 7,428 shares worth $844K. The position accounts for 0.4% of the portfolio, ranked #70.

Values First Advisors first reported a position in IRTC in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2025. 57 funds tracked by Wall St. Rank hold IRTC as of Q3 2026.

Values First Advisors held 7,428 shares of iRhythm Holdings worth $844K as of Q3 2026.
Values First Advisors bought 1,318 iRhythm Holdings shares in Q3 2026, an estimated $156K.
iRhythm Holdings made up 0.4% of Values First Advisors's portfolio in Q3 2026, its #70 holding.
Values First Advisors first reported a position in iRhythm Holdings in Q1 2023 and has held it in 10 quarters since.
Values First Advisors's iRhythm Holdings position peaked at $1.07M in Q3 2025.
57 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.