AWE
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Avidian Wealth Enterprises’s Iris Energy IREN Stock Holding History

Avidian Wealth Enterprises’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 		$820K Buy
20,067
+15,011
+297% +$616K 0.02% 365
2026
Q2 		$231K Buy
+5,056
New +$263K 0.01% 662

Other funds holding IREN

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's IREN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Iris Energy (IREN) stake by 297% in Q3 2026, buying an estimated $616K and bringing the position to 20,067 shares worth $820K. The position accounts for 0.02% of the portfolio, ranked #365.

Avidian Wealth Enterprises first reported a position in IREN in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Avidian Wealth Enterprises held 20,067 shares of Iris Energy worth $820K as of Q3 2026.
  • Avidian Wealth Enterprises bought 15,011 Iris Energy shares in Q3 2026, an estimated $616K.
  • Iris Energy made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #365 holding.
  • Avidian Wealth Enterprises first reported a position in Iris Energy in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.