Ascent Wealth Partners
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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
Q3 		$649K Buy
15,866
+404
+3% +$16.6K 0.06% 145
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ascent Wealth Partners's IREN Position: Q3 2026 in Review

Ascent Wealth Partners increased its Iris Energy (IREN) stake by 2.6% in Q3 2026, buying an estimated $16.6K and bringing the position to 15,866 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #145.

Ascent Wealth Partners first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $707K in Q2 2026. 298 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Ascent Wealth Partners held 15,866 shares of Iris Energy worth $649K as of Q3 2026.
  • Ascent Wealth Partners bought 404 Iris Energy shares in Q3 2026, an estimated $16.6K.
  • Iris Energy made up 0.06% of Ascent Wealth Partners's portfolio in Q3 2026, its #145 holding.
  • Ascent Wealth Partners first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Ascent Wealth Partners's Iris Energy position peaked at $707K in Q2 2026.
  • 298 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.