Clearstead Trust’s Iris Energy IREN Stock Holding History

Clearstead Trust’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	$33.2K	Hold	726	–	–	﹤0.01%	375
2026 Q1	$24.9K	Hold	726	–	–	﹤0.01%	405
2025 Q4	$27.4K	Buy	+726	New	+$37.5K	﹤0.01%	406

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

Clearstead Trust's IREN Position: Q2 2026 in Review

Clearstead Trust held its Iris Energy (IREN) position steady in Q2 2026 at 726 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Clearstead Trust first reported a position in IREN in Q4 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Clearstead Trust held 726 shares of Iris Energy worth $33.2K as of Q2 2026.
Clearstead Trust left its Iris Energy share count unchanged in Q2 2026.
Iris Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #375 holding.
Clearstead Trust first reported a position in Iris Energy in Q4 2025 and has held it in 3 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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