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Capital Analysts LLC’s Iris Energy IREN Stock Holding History

Capital Analysts LLC’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 		$56K Buy
1,214
+14
+1% +$728 ﹤0.01% 966
2026
Q1 		$41K Hold
1,200
– – ﹤0.01% 978
2025
Q4 		$45K Hold
1,200
– – ﹤0.01% 940
2025
Q3 		$56K Hold
1,200
– – ﹤0.01% 856
2025
Q2 		$17K Buy
+1,200
New +$9.75K ﹤0.01% 1052

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

Capital Analysts LLC's IREN Position: Q2 2026 in Review

Capital Analysts LLC increased its Iris Energy (IREN) stake by 1.2% in Q2 2026, buying an estimated $728 and bringing the position to 1,214 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Capital Analysts LLC first reported a position in IREN in Q2 2025 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Capital Analysts LLC held 1,214 shares of Iris Energy worth $56K as of Q2 2026.
  • Capital Analysts LLC bought 14 Iris Energy shares in Q2 2026, an estimated $728.
  • Iris Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #966 holding.
  • Capital Analysts LLC first reported a position in Iris Energy in Q2 2025 and has held it in 5 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.