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
Q2 		$666K Buy
14,554
+3,223
+28% +$168K ﹤0.01% 1985
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

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

CAPTRUST Financial Advisors's IREN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Iris Energy (IREN) stake by 28% in Q2 2026, buying an estimated $168K and bringing the position to 14,554 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

CAPTRUST Financial Advisors first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,554 shares of Iris Energy worth $666K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,223 Iris Energy shares in Q2 2026, an estimated $168K.
  • Iris Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1985 holding.
  • CAPTRUST Financial Advisors first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.