Wealth Effects’s Iridium Communications IRDM Stock Holding History

Wealth Effects’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$277K	Hold	10,000	–	–	0.1%	170
2025 Q4	$174K	Sell	10,000 -5,612	-36%	-$99.2K	0.05%	204
2025 Q3	$273K	Sell	15,612 -6,495	-29%	-$160K	0.09%	170
2025 Q2	$667K	Buy	22,107 +7,602	+52%	+$198K	0.25%	80
2025 Q1	$396K	Sell	14,505 -2,497	-15%	-$73.2K	0.17%	115
2024 Q4	$493K	Sell	17,002 -498	-3%	-$14.8K	0.18%	112
2024 Q3	$533K	Buy	+17,500	New	+$477K	0.19%	102
2024 Q1	–	Sell	-7,500	Closed	-$309K	–	222
2023 Q4	$309K	Hold	7,500	–	–	0.12%	151
2023 Q3	$341K	Hold	7,500	–	–	0.17%	119
2023 Q2	$466K	Sell	7,500 -3,800	-34%	-$235K	0.21%	99
2023 Q1	$700K	Sell	11,300 -1,500	-12%	-$89.8K	0.36%	67
2022 Q4	$658K	Sell	12,800 -8,700	-40%	-$437K	0.38%	66
2022 Q3	$954K	Hold	21,500	–	–	0.58%	43
2022 Q2	$808K	Sell	21,500 -2,150	-9%	-$80.2K	0.49%	52
2022 Q1	$954K	Sell	23,650 -350	-1%	-$13.2K	0.45%	52
2021 Q4	$991K	Buy	+24,000	New	+$969K	0.41%	53

Other funds holding IRDM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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