Capstone Capital Management’s Iris Energy IREN Stock Holding History

Capstone Capital 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	$4.46M	Buy	+97,493	New	+$5.07M	1.99%	6

Other funds holding IREN

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Capstone Capital Management's IREN Position: Q2 2026 in Review

Capstone Capital Management opened a new position in Iris Energy (IREN) in Q2 2026: 97,493 shares worth $4.46M. The stake represents 1.99% of the portfolio and ranks #6 among its holdings.

83 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Capstone Capital Management held 97,493 shares of Iris Energy worth $4.46M as of Q2 2026.
Iris Energy was a new Capstone Capital Management position in Q2 2026.
Iris Energy made up 1.99% of Capstone Capital Management's portfolio in Q2 2026, its #6 holding.
83 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.