DT
IREN icon

Diversified Trust’s Iris Energy IREN Stock Holding History

Diversified 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 		$773K Buy
16,910
+104
+0.6% +$5.41K 0.01% 599
2026
Q1 		$576K Buy
16,806
+6
+0% +$271 0.01% 644
2025
Q4 		$635K Hold
16,800
– – 0.01% 590
2025
Q3 		$788K Buy
+16,800
New +$408K 0.02% 480

Other funds holding IREN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Diversified Trust's IREN Position: Q2 2026 in Review

Diversified Trust increased its Iris Energy (IREN) stake by 0.62% in Q2 2026, buying an estimated $5.41K and bringing the position to 16,910 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #599.

Diversified Trust first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $788K in Q3 2025. 74 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Diversified Trust held 16,910 shares of Iris Energy worth $773K as of Q2 2026.
  • Diversified Trust bought 104 Iris Energy shares in Q2 2026, an estimated $5.41K.
  • Iris Energy made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #599 holding.
  • Diversified Trust first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Diversified Trust's Iris Energy position peaked at $788K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.