CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Iris Energy IREN Stock Holding History

CAPTRUST Financial 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
Q1 		$388K Buy
11,331
+3,951
+54% +$178K ﹤0.01% 2205
2025
Q4 		$279K Buy
7,380
+1,138
+18% +$58.7K ﹤0.01% 2303
2025
Q3 		$293K Buy
+6,242
New +$152K ﹤0.01% 2183

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's IREN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Iris Energy (IREN) stake by 54% in Q1 2026, buying an estimated $178K and bringing the position to 11,331 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

CAPTRUST Financial Advisors first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,331 shares of Iris Energy worth $388K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,951 Iris Energy shares in Q1 2026, an estimated $178K.
  • Iris Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2205 holding.
  • CAPTRUST Financial Advisors first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.