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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
Q2 		$328K Buy
7,162
+305
+4% +$15.9K ﹤0.01% 1214
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allworth Financial's IREN Position: Q2 2026 in Review

Allworth Financial increased its Iris Energy (IREN) stake by 4.4% in Q2 2026, buying an estimated $15.9K and bringing the position to 7,162 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Allworth Financial first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $651K in Q3 2025. 679 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Allworth Financial held 7,162 shares of Iris Energy worth $328K as of Q2 2026.
  • Allworth Financial bought 305 Iris Energy shares in Q2 2026, an estimated $15.9K.
  • Iris Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1214 holding.
  • Allworth Financial first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's Iris Energy position peaked at $651K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.