HighTower Advisors’s IRIDEX IRIX Stock Holding History

HighTower Advisors’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	$11.4K	Hold	10,000	–	–	﹤0.01%	3781
2026 Q1	$10.1K	Hold	10,000	–	–	﹤0.01%	3786
2025 Q4	$11.4K	Hold	10,000	–	–	﹤0.01%	3634
2025 Q3	$11.4K	Hold	10,000	–	–	﹤0.01%	3694
2025 Q2	$8.82K	Hold	10,000	–	–	﹤0.01%	3653
2025 Q1	$9.9K	Sell	10,000 -60	-0.6%	-$85	﹤0.01%	3560
2024 Q4	$16.9K	Buy	10,060 +60	+0.6%	+$99	﹤0.01%	3555
2024 Q3	$18K	Hold	10,000	–	–	﹤0.01%	3527
2024 Q2	$22K	Hold	10,000	–	–	﹤0.01%	3391
2024 Q1	$30K	Hold	10,000	–	–	﹤0.01%	3317
2023 Q4	$29K	Hold	10,000	–	–	﹤0.01%	3365
2023 Q3	$26K	Hold	10,000	–	–	﹤0.01%	3304
2023 Q2	$22K	Hold	10,000	–	–	﹤0.01%	3247
2023 Q1	$21K	Hold	10,000	–	–	﹤0.01%	3145
2022 Q4	$21K	Hold	10,000	–	–	﹤0.01%	3128
2022 Q3	$24K	Hold	10,000	–	–	﹤0.01%	2955
2022 Q2	$26K	Hold	10,000	–	–	﹤0.01%	2974
2022 Q1	$46K	Hold	10,000	–	–	﹤0.01%	3082
2021 Q4	$61K	Hold	10,000	–	–	﹤0.01%	3000
2021 Q3	$77K	Hold	10,000	–	–	﹤0.01%	2880
2021 Q2	$71K	Hold	10,000	–	–	﹤0.01%	2854
2021 Q1	$68K	Hold	10,000	–	–	﹤0.01%	2797
2020 Q4	$25K	Hold	10,000	–	–	﹤0.01%	2463
2020 Q3	$20K	Hold	10,000	–	–	﹤0.01%	2372
2020 Q2	$21K	Hold	10,000	–	–	﹤0.01%	2260
2020 Q1	$16K	Buy	+10,000	New	+$25.8K	﹤0.01%	2091

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

HighTower Advisors's IRIX Position: Q2 2026 in Review

HighTower Advisors held its IRIDEX (IRIX) position steady in Q2 2026 at 10,000 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

HighTower Advisors first reported a position in IRIX in Q1 2020 and has held it in 26 quarters since. The position peaked at $77K in Q3 2021. 28 funds tracked by Wall St. Rank hold IRIX as of Q2 2026.

HighTower Advisors held 10,000 shares of IRIDEX worth $11.4K as of Q2 2026.
HighTower Advisors left its IRIDEX share count unchanged in Q2 2026.
IRIDEX made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3781 holding.
HighTower Advisors first reported a position in IRIDEX in Q1 2020 and has held it in 26 quarters since.
HighTower Advisors's IRIDEX position peaked at $77K in Q3 2021.
28 funds tracked by Wall St. Rank held IRIDEX as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.