Diversify Advisory Services
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Diversify Advisory Services’s IRIDEX IRIX Stock Holding History

Diversify Advisory Services’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.41K Sell
10,205
-23,635
-70% -$19.4K ﹤0.01% 1273
2026
Q2 		$30.1K Buy
+33,840
New +$36.3K ﹤0.01% 1242
2026
Q1 		– Sell
-19,134
Closed -$27K – 541
2025
Q4 		$27K Buy
+19,134
New +$19.7K ﹤0.01% 910

Other funds holding IRIX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Weber Capital Management
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversify Advisory Services's IRIX Position: Q3 2026 in Review

Diversify Advisory Services reduced its IRIDEX (IRIX) stake by 70% in Q3 2026, selling an estimated $19.4K and leaving 10,205 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Diversify Advisory Services first reported a position in IRIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.1K in Q2 2026. 21 funds tracked by Wall St. Rank hold IRIX as of Q3 2026.

  • Diversify Advisory Services held 10,205 shares of IRIDEX worth $8.41K as of Q3 2026.
  • Diversify Advisory Services sold 23,635 IRIDEX shares in Q3 2026, an estimated $19.4K.
  • IRIDEX made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1273 holding.
  • Diversify Advisory Services first reported a position in IRIDEX in Q4 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's IRIDEX position peaked at $30.1K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held IRIDEX as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.