Rothwell Investment Advisors, LLC’s Iris Energy IREN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IREN Stock Details IREN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.8K	Buy	+680	New	+$27.9K	0.01%	550

Other funds holding IREN

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IREN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Iris Energy (IREN) in Q3 2026: 680 shares worth $27.8K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings.

298 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

Rothwell Investment Advisors, LLC held 680 shares of Iris Energy worth $27.8K as of Q3 2026.
Iris Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Iris Energy made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #550 holding.
298 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.