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Encompass Wealth Advisors’s Iris Energy IREN Stock Holding History

Encompass Wealth 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
Q1 		$247K Sell
7,191
-750
-9% -$33.9K 0.09% 90
2025
Q4 		$300K Buy
+7,941
New +$410K 0.1% 85

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Encompass Wealth Advisors's IREN Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Iris Energy (IREN) stake by 9.4% in Q1 2026, selling an estimated $33.9K and leaving 7,191 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #90.

Encompass Wealth Advisors first reported a position in IREN in Q4 2025 and has held it in 2 quarters since. The position peaked at $300K in Q4 2025. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Encompass Wealth Advisors held 7,191 shares of Iris Energy worth $247K as of Q1 2026.
  • Encompass Wealth Advisors sold 750 Iris Energy shares in Q1 2026, an estimated $33.9K.
  • Iris Energy made up 0.09% of Encompass Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Encompass Wealth Advisors first reported a position in Iris Energy in Q4 2025 and has held it in 2 quarters since.
  • Encompass Wealth Advisors's Iris Energy position peaked at $300K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.