Cassaday & Co Wealth Management’s Iris Energy IREN Stock Holding History

Cassaday & Co Wealth 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	$21.6K	Buy	+473	New	+$24.6K	﹤0.01%	760

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cassaday & Co Wealth Management's IREN Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Iris Energy (IREN) in Q2 2026: 473 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

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

Cassaday & Co Wealth Management held 473 shares of Iris Energy worth $21.6K as of Q2 2026.
Iris Energy was a new Cassaday & Co Wealth Management position in Q2 2026.
Iris Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #760 holding.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.