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Bell Investment Advisors’s Iris Energy IREN Stock Holding History

Bell Investment Advisors’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 		$366 Sell
8
-2
-20% -$104 ﹤0.01% 1779
2026
Q1 		$343 Buy
+10
New +$451 ﹤0.01% 1831
2025
Q4 		– Sell
-29
Closed -$1.36K – 1869
2025
Q3 		$1.36K Buy
+29
New +$704 ﹤0.01% 1466

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bell Investment Advisors's IREN Position: Q2 2026 in Review

Bell Investment Advisors reduced its Iris Energy (IREN) stake by 20% in Q2 2026, selling an estimated $104 and leaving 8 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Bell Investment Advisors first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36K in Q3 2025. 679 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Bell Investment Advisors held 8 shares of Iris Energy worth $366 as of Q2 2026.
  • Bell Investment Advisors sold 2 Iris Energy shares in Q2 2026, an estimated $104.
  • Iris Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1779 holding.
  • Bell Investment Advisors first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
  • Bell Investment Advisors's Iris Energy position peaked at $1.36K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.