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Congress Wealth Management’s Iris Energy IREN Stock Holding History

Congress 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
2025
Q2 		$437K Buy
30,000
+10,000
+50% +$81.2K ﹤0.01% 963
2025
Q1 		$138K Buy
+20,000
New +$195K ﹤0.01% 1045

Other funds holding IREN

BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Congress Wealth Management's IREN Position: Q2 2025 in Review

Congress Wealth Management increased its Iris Energy (IREN) stake by 50% in Q2 2025, buying an estimated $81.2K and bringing the position to 30,000 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Congress Wealth Management first reported a position in IREN in Q1 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold IREN as of Q2 2025.

  • Congress Wealth Management held 30,000 shares of Iris Energy worth $437K as of Q2 2025.
  • Congress Wealth Management bought 10,000 Iris Energy shares in Q2 2025, an estimated $81.2K.
  • Iris Energy made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #963 holding.
  • Congress Wealth Management first reported a position in Iris Energy in Q1 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Iris Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.