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CCG Wealth Management’s Iris Energy IREN Stock Holding History

CCG 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 		$257K Buy
+5,625
New +$292K 0.06% 128
2024
Q3 		– Sell
-13,262
Closed -$150K – 74
2024
Q2 		$150K Hold
13,262
– – 0.08% 67
2024
Q1 		$71.6K Buy
+13,262
New +$72K 0.04% 69

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

CCG Wealth Management's IREN Position: Q2 2026 in Review

CCG Wealth Management opened a new position in Iris Energy (IREN) in Q2 2026: 5,625 shares worth $257K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in IREN as recently as Q2 2024.

CCG Wealth Management first reported a position in IREN in Q1 2024 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • CCG Wealth Management held 5,625 shares of Iris Energy worth $257K as of Q2 2026.
  • Iris Energy was a new CCG Wealth Management position in Q2 2026.
  • Iris Energy made up 0.06% of CCG Wealth Management's portfolio in Q2 2026, its #128 holding.
  • CCG Wealth Management first reported a position in Iris Energy in Q1 2024 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.