Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Iris Energy IREN Stock Holding History

Carson Wealth (CWM 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
Q1 		$162K Buy
4,712
+372
+9% +$16.8K ﹤0.01% 2903
2025
Q4 		$164K Buy
4,340
+816
+23% +$42.1K ﹤0.01% 2722
2025
Q3 		$165K Buy
+3,524
New +$85.6K ﹤0.01% 2590

Other funds holding IREN

DE
Defiance ETFs New York $7.37B AUM
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IREN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Iris Energy (IREN) stake by 8.6% in Q1 2026, buying an estimated $16.8K and bringing the position to 4,712 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Carson Wealth (CWM LLC) first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q3 2025. 503 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,712 shares of Iris Energy worth $162K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 372 Iris Energy shares in Q1 2026, an estimated $16.8K.
  • Iris Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2903 holding.
  • Carson Wealth (CWM LLC) first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Iris Energy position peaked at $165K in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.