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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
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Diversify Wealth Management's IRIX Position: Q2 2026 in Review

Diversify Wealth Management held its IRIDEX (IRIX) position steady in Q2 2026 at 33,840 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Diversify Wealth Management first reported a position in IRIX in Q1 2026 and has held it in 2 quarters since. The position peaked at $34.9K in Q1 2026. 29 funds tracked by Wall St. Rank hold IRIX as of Q2 2026.

  • Diversify Wealth Management held 33,840 shares of IRIDEX worth $30.1K as of Q2 2026.
  • Diversify Wealth Management left its IRIDEX share count unchanged in Q2 2026.
  • IRIDEX made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1242 holding.
  • Diversify Wealth Management first reported a position in IRIDEX in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's IRIDEX position peaked at $34.9K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held IRIDEX as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.