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Advisors Asset Management’s Iris Energy IREN Stock Holding History

Advisors Asset Management’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
Q2 		$203K Sell
4,440
-27
-0.6% -$1.4K ﹤0.01% 1163
2026
Q1 		$153K Sell
4,467
-45
-1% -$2.03K ﹤0.01% 1191
2025
Q4 		$170K Sell
4,512
-41
-0.9% -$2.12K ﹤0.01% 1151
2025
Q3 		$214K Buy
4,553
+25
+0.6% +$607 ﹤0.01% 1115
2025
Q2 		$66K Buy
4,528
+1,839
+68% +$14.9K ﹤0.01% 1257
2025
Q1 		$16.4K Buy
+2,689
New +$26.2K ﹤0.01% 1374

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisors Asset Management's IREN Position: Q2 2026 in Review

Advisors Asset Management reduced its Iris Energy (IREN) stake by 0.6% in Q2 2026, selling an estimated $1.4K and leaving 4,440 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Advisors Asset Management first reported a position in IREN in Q1 2025 and has held it in 6 quarters since. The position peaked at $214K in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Advisors Asset Management held 4,440 shares of Iris Energy worth $203K as of Q2 2026.
  • Advisors Asset Management sold 27 Iris Energy shares in Q2 2026, an estimated $1.4K.
  • Iris Energy made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1163 holding.
  • Advisors Asset Management first reported a position in Iris Energy in Q1 2025 and has held it in 6 quarters since.
  • Advisors Asset Management's Iris Energy position peaked at $214K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.