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West Paces Advisors’s IRIDEX IRIX Stock Holding History

West Paces 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
2025
Q2 		– Sell
-135
Closed -$134 – 375
2025
Q1 		$134 Hold
135
– – ﹤0.01% 554
2024
Q4 		$227 Hold
135
– – ﹤0.01% 540
2024
Q3 		$236 Hold
135
– – ﹤0.01% 534
2024
Q2 		$292 Hold
135
– – ﹤0.01% 549
2024
Q1 		$402 Hold
135
– – ﹤0.01% 554
2023
Q4 		$379 Hold
135
– – ﹤0.01% 579
2023
Q3 		$343 Hold
135
– – ﹤0.01% 505
2023
Q2 		$293 Hold
135
– – ﹤0.01% 534
2023
Q1 		$281 Hold
135
– – ﹤0.01% 542
2022
Q4 		$271 Hold
135
– – ﹤0.01% 522
2022
Q3 		$325 Hold
135
– – ﹤0.01% 509
2022
Q2 		$347 Hold
135
– – ﹤0.01% 563
2022
Q1 		$625 Hold
135
– – ﹤0.01% 545
2021
Q4 		$825 Hold
135
– – ﹤0.01% 551
2021
Q3 		$1.03K Hold
135
– – ﹤0.01% 558
2021
Q2 		$953 Buy
+135
New +$1.03K ﹤0.01% 603

Other funds holding IRIX

PAPAIJV
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return