Avaii Wealth Management
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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
Q3 		$8.81M Buy
211,009
+40,801
+24% +$1.67M 2.53% 12
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BIT Capital
BIT Capital Berlin, Germany $2.89B AUM 111.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Avaii Wealth Management's IREN Position: Q3 2026 in Review

Avaii Wealth Management increased its Iris Energy (IREN) stake by 24% in Q3 2026, buying an estimated $1.67M and bringing the position to 211,009 shares worth $8.81M. The position accounts for 2.53% of the portfolio, ranked #12.

Avaii Wealth Management first reported a position in IREN in Q2 2024 and has held it in 10 quarters since. 523 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Avaii Wealth Management held 211,009 shares of Iris Energy worth $8.81M as of Q3 2026.
  • Avaii Wealth Management bought 40,801 Iris Energy shares in Q3 2026, an estimated $1.67M.
  • Iris Energy made up 2.53% of Avaii Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Avaii Wealth Management first reported a position in Iris Energy in Q2 2024 and has held it in 10 quarters since.
  • 523 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.