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D.A. Davidson & Co’s Iris Energy IREN Stock Holding History

D.A. Davidson & Co’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 		$241K Buy
+5,272
New +$274K ﹤0.01% 1462
2025
Q4 		– Sell
-5,226
Closed -$245K – 1568
2025
Q3 		$245K Buy
+5,226
New +$127K ﹤0.01% 1370

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

D.A. Davidson & Co's IREN Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in Iris Energy (IREN) in Q2 2026: 5,272 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in IREN as recently as Q3 2025.

D.A. Davidson & Co first reported a position in IREN in Q3 2025 and has held it in 2 quarters since. The position peaked at $245K in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • D.A. Davidson & Co held 5,272 shares of Iris Energy worth $241K as of Q2 2026.
  • Iris Energy was a new D.A. Davidson & Co position in Q2 2026.
  • Iris Energy made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1462 holding.
  • D.A. Davidson & Co first reported a position in Iris Energy in Q3 2025 and has held it in 2 quarters since.
  • D.A. Davidson & Co's Iris Energy position peaked at $245K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.