EP Wealth Advisors’s Iris Energy IREN Stock Holding History

EP 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 Q2	$481K	Buy	+10,529	New	+$547K	﹤0.01%	1044

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's IREN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Iris Energy (IREN) in Q2 2026: 10,529 shares worth $481K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings.

674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

EP Wealth Advisors held 10,529 shares of Iris Energy worth $481K as of Q2 2026.
Iris Energy was a new EP Wealth Advisors position in Q2 2026.
Iris Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1044 holding.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.