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Allworth Financial’s Iris Energy IREN Stock Holding History

Allworth Financial’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
Q1 		$235K Sell
6,857
-3,738
-35% -$169K ﹤0.01% 1307
2025
Q4 		$400K Sell
10,595
-3,269
-24% -$169K ﹤0.01% 1025
2025
Q3 		$651K Buy
+13,864
New +$337K ﹤0.01% 796

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's IREN Position: Q1 2026 in Review

Allworth Financial reduced its Iris Energy (IREN) stake by 35% in Q1 2026, selling an estimated $169K and leaving 6,857 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Allworth Financial first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. The position peaked at $651K in Q3 2025. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Allworth Financial held 6,857 shares of Iris Energy worth $235K as of Q1 2026.
  • Allworth Financial sold 3,738 Iris Energy shares in Q1 2026, an estimated $169K.
  • Iris Energy made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1307 holding.
  • Allworth Financial first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's Iris Energy position peaked at $651K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.