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 Q1	$34.9K	Buy	+33,840	New	+$46.2K	﹤0.01%	1133

Other funds holding IRIX

PAPAIJV

Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $100M AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

Diversify Wealth Management's IRIX Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in IRIDEX (IRIX) in Q1 2026: 33,840 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings.

25 funds tracked by Wall St. Rank hold IRIX as of Q1 2026.

Diversify Wealth Management held 33,840 shares of IRIDEX worth $34.9K as of Q1 2026.
IRIDEX was a new Diversify Wealth Management position in Q1 2026.
IRIDEX made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1133 holding.
25 funds tracked by Wall St. Rank held IRIDEX as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.