Diversify Wealth Management’s IRIDEX IRIX Stock Holding History

Diversify Wealth Management’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	Hold	33,840	–	–	﹤0.01%	1242
2026 Q1	$34.9K	Buy	+33,840	New	+$46.2K	﹤0.01%	1133

Other funds holding IRIX

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Diversify Wealth Management's IRIX Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in IRIX in Q1 2026 and has held it in 3 quarters since. The position peaked at $34.9K in Q1 2026. 4 funds tracked by Wall St. Rank hold IRIX as of Q3 2026.

Diversify Wealth Management held 10,205 shares of IRIDEX worth $8.41K as of Q3 2026.
Diversify Wealth Management sold 23,635 IRIDEX shares in Q3 2026, an estimated $19.4K.
IRIDEX made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1273 holding.
Diversify Wealth Management first reported a position in IRIDEX in Q1 2026 and has held it in 3 quarters since.
Diversify Wealth Management's IRIDEX position peaked at $34.9K in Q1 2026.
4 funds tracked by Wall St. Rank held IRIDEX as of Q3 2026.

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