EverSource Wealth Advisors’s Iris Energy IREN Stock Holding History

EverSource 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	$130K	Buy	2,844 +2,762	+3,368%	+$144K	﹤0.01%	1239
2026 Q1	$2.81K	Sell	82 -1	-1%	-$45	﹤0.01%	3514
2025 Q4	$3.13K	Buy	83 +55	+196%	+$2.84K	﹤0.01%	3322
2025 Q3	$1.31K	Buy	+28	New	+$680	﹤0.01%	3668
2025 Q2	–	Sell	-180	Closed	-$1.1K	–	4306
2025 Q1	$1.1K	Buy	+180	New	+$1.75K	﹤0.01%	3200

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

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

EverSource Wealth Advisors increased its Iris Energy (IREN) stake by 3,368% in Q2 2026, buying an estimated $144K and bringing the position to 2,844 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

EverSource Wealth Advisors first reported a position in IREN in Q1 2025 and has held it in 5 quarters since. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

EverSource Wealth Advisors held 2,844 shares of Iris Energy worth $130K as of Q2 2026.
EverSource Wealth Advisors bought 2,762 Iris Energy shares in Q2 2026, an estimated $144K.
Iris Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1239 holding.
EverSource Wealth Advisors first reported a position in Iris Energy in Q1 2025 and has held it in 5 quarters since.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.