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Ascent Wealth Partners’s Iris Energy IREN Stock Holding History

Ascent Wealth Partners’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 		$523K Buy
+15,247
New +$688K 0.06% 137
2025
Q4 		– Sell
-7,890
Closed -$370K – 185
2025
Q3 		$370K Buy
+7,890
New +$192K 0.04% 146

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

Ascent Wealth Partners's IREN Position: Q1 2026 in Review

Ascent Wealth Partners opened a new position in Iris Energy (IREN) in Q1 2026: 15,247 shares worth $523K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: Ascent Wealth Partners previously reported a position in IREN as recently as Q3 2025.

Ascent Wealth Partners first reported a position in IREN in Q3 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Ascent Wealth Partners held 15,247 shares of Iris Energy worth $523K as of Q1 2026.
  • Iris Energy was a new Ascent Wealth Partners position in Q1 2026.
  • Iris Energy made up 0.06% of Ascent Wealth Partners's portfolio in Q1 2026, its #137 holding.
  • Ascent Wealth Partners first reported a position in Iris Energy in Q3 2025 and has held it in 2 quarters since.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.