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Dynamic Advisor Solutions’s Iris Energy IREN Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-8,310
Closed -$285K – 1066
2026
Q1 		$285K Buy
8,310
+127
+2% +$5.73K 0.01% 820
2025
Q4 		$309K Buy
8,183
+2,932
+56% +$151K 0.01% 765
2025
Q3 		$246K Buy
+5,251
New +$128K 0.01% 842

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Dynamic Advisor Solutions's IREN Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Iris Energy (IREN) in Q2 2026, closing a stake of 8,310 shares — an estimated $285K sold.

Dynamic Advisor Solutions first reported a position in IREN in Q3 2025 and held it in 3 quarters. The position peaked at $309K in Q4 2025. 81 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Iris Energy position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,310 Iris Energy shares in Q2 2026, an estimated $285K.
  • Dynamic Advisor Solutions first reported a position in Iris Energy in Q3 2025 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Iris Energy position peaked at $309K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.