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Essential Partners’s Iris Energy IREN Stock Holding History

Essential Partners’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
Q3 		$12.2K Buy
298
+250
+521% +$10.3K 0.01% 1121
2026
Q2 		$2.19K Hold
48
– – ﹤0.01% 1939
2026
Q1 		$1.65K Hold
48
– – ﹤0.01% 2078
2025
Q4 		$1.81K Buy
+48
New +$2.48K ﹤0.01% 1838

Other funds holding IREN

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Essential Partners's IREN Position: Q3 2026 in Review

Essential Partners increased its Iris Energy (IREN) stake by 521% in Q3 2026, buying an estimated $10.3K and bringing the position to 298 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #1121.

Essential Partners first reported a position in IREN in Q4 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Essential Partners held 298 shares of Iris Energy worth $12.2K as of Q3 2026.
  • Essential Partners bought 250 Iris Energy shares in Q3 2026, an estimated $10.3K.
  • Iris Energy made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1121 holding.
  • Essential Partners first reported a position in Iris Energy in Q4 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.