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 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 Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $118M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Diversify Advisory Services's IRIX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in IRIDEX (IRIX) in Q2 2026: 33,840 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IRIX as recently as Q4 2025.

Diversify Advisory Services first reported a position in IRIX in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IRIX as of Q2 2026.

Diversify Advisory Services held 33,840 shares of IRIDEX worth $30.1K as of Q2 2026.
IRIDEX was a new Diversify Advisory Services position in Q2 2026.
IRIDEX made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1242 holding.
Diversify Advisory Services first reported a position in IRIDEX in Q4 2025 and has held it in 2 quarters since.
28 funds tracked by Wall St. Rank held IRIDEX as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.