Annis Gardner Whiting Capital Advisors’s Iris Energy IREN Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-500	Closed	-$17.1K	–	795
2026 Q1	$17.1K	Hold	500	–	–	﹤0.01%	773
2025 Q4	$18.9K	Buy	500 +150	+43%	+$7.74K	﹤0.01%	663
2025 Q3	$16.4K	Buy	350 +265	+312%	+$6.44K	﹤0.01%	639
2025 Q2	$1.24K	Hold	85	–	–	﹤0.01%	1043
2025 Q1	$518	Buy	+85	New	+$828	﹤0.01%	728

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Annis Gardner Whiting Capital Advisors's IREN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Iris Energy (IREN) in Q2 2026, closing a stake of 500 shares — an estimated $17.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IREN in Q1 2025 and held it in 5 quarters. The position peaked at $18.9K in Q4 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Iris Energy position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 500 Iris Energy shares in Q2 2026, an estimated $17.1K.
Annis Gardner Whiting Capital Advisors first reported a position in Iris Energy in Q1 2025 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Iris Energy position peaked at $18.9K in Q4 2025.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.