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Clearstead Advisors’s Iris Energy IREN Stock Holding History

Clearstead 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 		$98.1K Buy
2,145
+261
+14% +$13.6K ﹤0.01% 1294
2026
Q1 		$64.6K Buy
1,884
+81
+4% +$3.66K ﹤0.01% 1233
2025
Q4 		$68.1K Sell
1,803
-947
-34% -$48.9K ﹤0.01% 1267
2025
Q3 		$129K Hold
2,750
– – ﹤0.01% 988
2025
Q2 		$40.1K Buy
2,750
+750
+38% +$6.09K ﹤0.01% 1352
2025
Q1 		$12.2K Hold
2,000
– – ﹤0.01% 1560
2024
Q4 		$19.6K Hold
2,000
– – ﹤0.01% 1395
2024
Q3 		$16.9K Buy
+2,000
New +$18.4K ﹤0.01% 1470

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

Clearstead Advisors's IREN Position: Q2 2026 in Review

Clearstead Advisors increased its Iris Energy (IREN) stake by 14% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,145 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Clearstead Advisors first reported a position in IREN in Q3 2024 and has held it in 8 quarters since. The position peaked at $129K in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Clearstead Advisors held 2,145 shares of Iris Energy worth $98.1K as of Q2 2026.
  • Clearstead Advisors bought 261 Iris Energy shares in Q2 2026, an estimated $13.6K.
  • Iris Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1294 holding.
  • Clearstead Advisors first reported a position in Iris Energy in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Iris Energy position peaked at $129K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.