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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
Q2 		$707K Buy
15,462
+215
+1% +$11.2K 0.07% 132
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

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

Ascent Wealth Partners's IREN Position: Q2 2026 in Review

Ascent Wealth Partners increased its Iris Energy (IREN) stake by 1.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 15,462 shares worth $707K. The position accounts for 0.07% of the portfolio, ranked #132.

Ascent Wealth Partners first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Ascent Wealth Partners held 15,462 shares of Iris Energy worth $707K as of Q2 2026.
  • Ascent Wealth Partners bought 215 Iris Energy shares in Q2 2026, an estimated $11.2K.
  • Iris Energy made up 0.07% of Ascent Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Ascent Wealth Partners first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.