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CoreCap Advisors’s Iris Energy IREN Stock Holding History

CoreCap 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
Q3 		$59.3K Sell
1,451
-5,587
-79% -$229K ﹤0.01% 1315
2026
Q2 		$322K Buy
7,038
+7,003
+20,009% +$364K 0.01% 689
2026
Q1 		$1.2K Sell
35
-165
-83% -$7.45K ﹤0.01% 2505
2025
Q4 		$7.55K Buy
+200
New +$10.3K ﹤0.01% 2068

Other funds holding IREN

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

CoreCap Advisors's IREN Position: Q3 2026 in Review

CoreCap Advisors reduced its Iris Energy (IREN) stake by 79% in Q3 2026, selling an estimated $229K and leaving 1,451 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

CoreCap Advisors first reported a position in IREN in Q4 2025 and has held it in 4 quarters since. The position peaked at $322K in Q2 2026. 25 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • CoreCap Advisors held 1,451 shares of Iris Energy worth $59.3K as of Q3 2026.
  • CoreCap Advisors sold 5,587 Iris Energy shares in Q3 2026, an estimated $229K.
  • Iris Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1315 holding.
  • CoreCap Advisors first reported a position in Iris Energy in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Iris Energy position peaked at $322K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.