Charles Schwab’s Iris Energy IREN Stock Holding History

Charles Schwab’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	$16.4M	Buy	359,180 +71,572	+25%	+$3.72M	﹤0.01%	1919
2026 Q1	$9.86M	Sell	287,608 -9,517	-3%	-$430K	﹤0.01%	2102
2025 Q4	$11.2M	Sell	297,125 -102,140	-26%	-$5.27M	﹤0.01%	2075
2025 Q3	$18.7M	Sell	399,265 -419,317	-51%	-$10.2M	﹤0.01%	1772
2025 Q2	$11.9M	Buy	818,582 +9,502	+1%	+$77.2K	﹤0.01%	1922
2025 Q1	$4.93M	Buy	809,080 +98,190	+14%	+$956K	﹤0.01%	2278
2024 Q4	$6.98M	Buy	710,890 +348,864	+96%	+$3.72M	﹤0.01%	2177
2024 Q3	$3.06M	Buy	362,026 +29,311	+9%	+$269K	﹤0.01%	2582
2024 Q2	$3.76M	Buy	+332,715	New	+$2.49M	﹤0.01%	2478

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

Charles Schwab's IREN Position: Q2 2026 in Review

Charles Schwab increased its Iris Energy (IREN) stake by 25% in Q2 2026, buying an estimated $3.72M and bringing the position to 359,180 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Charles Schwab first reported a position in IREN in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.7M in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Charles Schwab held 359,180 shares of Iris Energy worth $16.4M as of Q2 2026.
Charles Schwab bought 71,572 Iris Energy shares in Q2 2026, an estimated $3.72M.
Iris Energy made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1919 holding.
Charles Schwab first reported a position in Iris Energy in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's Iris Energy position peaked at $18.7M in Q3 2025.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.