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Avaii Wealth Management’s Iris Energy IREN Stock Holding History

Avaii Wealth Management’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 		$7.78M Buy
170,208
+27,645
+19% +$1.44M 2.29% 15
2026
Q1 		$4.89M Sell
142,563
-3,204
-2% -$145K 1.71% 20
2025
Q4 		$5.51M Buy
145,767
+98,581
+209% +$5.09M 2% 19
2025
Q3 		$2.21M Sell
47,186
-5,673
-11% -$138K 0.84% 21
2025
Q2 		$770K Buy
52,859
+27,406
+108% +$223K 0.34% 38
2025
Q1 		$155K Sell
25,453
-13,221
-34% -$129K 0.08% 124
2024
Q4 		$380K Sell
38,674
-3,593
-9% -$38.3K 0.19% 72
2024
Q3 		$357K Buy
42,267
+20,013
+90% +$184K 0.18% 80
2024
Q2 		$251K Buy
+22,254
New +$167K 0.14% 117

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

Avaii Wealth Management's IREN Position: Q2 2026 in Review

Avaii Wealth Management increased its Iris Energy (IREN) stake by 19% in Q2 2026, buying an estimated $1.44M and bringing the position to 170,208 shares worth $7.78M. The position accounts for 2.29% of the portfolio, ranked #15.

Avaii Wealth Management first reported a position in IREN in Q2 2024 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Avaii Wealth Management held 170,208 shares of Iris Energy worth $7.78M as of Q2 2026.
  • Avaii Wealth Management bought 27,645 Iris Energy shares in Q2 2026, an estimated $1.44M.
  • Iris Energy made up 2.29% of Avaii Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Avaii Wealth Management first reported a position in Iris Energy in Q2 2024 and has held it in 9 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.