EWA
IREN icon

Evolution Wealth Advisors’s Iris Energy IREN Stock Holding History

Evolution 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 		$4.67M Buy
102,014
+29,169
+40% +$1.52M 0.55% 32
2026
Q1 		$2.5M Buy
72,845
+43,010
+144% +$1.94M 0.25% 43
2025
Q4 		$1.13M Buy
29,835
+5,040
+20% +$260K 0.11% 69
2025
Q3 		$1.16M Sell
24,795
-103,755
-81% -$2.52M 0.16% 68
2025
Q2 		$1.87M Buy
128,550
+51,330
+66% +$417K 0.27% 51
2025
Q1 		$470K Buy
77,220
+29,340
+61% +$286K 0.08% 93
2024
Q4 		$470K Buy
47,880
+3,830
+9% +$40.8K 0.08% 90
2024
Q3 		$372K Buy
+44,050
New +$405K 0.07% 98

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Evolution Wealth Advisors increased its Iris Energy (IREN) stake by 40% in Q2 2026, buying an estimated $1.52M and bringing the position to 102,014 shares worth $4.67M. The position accounts for 0.55% of the portfolio, ranked #32.

Evolution Wealth Advisors first reported a position in IREN in Q3 2024 and has held it in 8 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Evolution Wealth Advisors held 102,014 shares of Iris Energy worth $4.67M as of Q2 2026.
  • Evolution Wealth Advisors bought 29,169 Iris Energy shares in Q2 2026, an estimated $1.52M.
  • Iris Energy made up 0.55% of Evolution Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Evolution Wealth Advisors first reported a position in Iris Energy in Q3 2024 and has held it in 8 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.