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Foundations Investment Advisors’s Iris Energy IREN Stock Holding History

Foundations Investment 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 		$9.01M Buy
196,933
+20,315
+12% +$1.06M 0.09% 181
2026
Q1 		$6.05M Buy
176,618
+24,786
+16% +$1.12M 0.08% 204
2025
Q4 		$5.73M Buy
151,832
+36,078
+31% +$1.86M 0.08% 206
2025
Q3 		$5.43M Buy
115,754
+105,734
+1,055% +$2.57M 0.08% 194
2025
Q2 		$146K Buy
+10,020
New +$81.4K ﹤0.01% 892

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

Foundations Investment Advisors's IREN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Iris Energy (IREN) stake by 12% in Q2 2026, buying an estimated $1.06M and bringing the position to 196,933 shares worth $9.01M. The position accounts for 0.09% of the portfolio, ranked #181.

Foundations Investment Advisors first reported a position in IREN in Q2 2025 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Foundations Investment Advisors held 196,933 shares of Iris Energy worth $9.01M as of Q2 2026.
  • Foundations Investment Advisors bought 20,315 Iris Energy shares in Q2 2026, an estimated $1.06M.
  • Iris Energy made up 0.09% of Foundations Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • Foundations Investment Advisors first reported a position in Iris Energy in Q2 2025 and has held it in 5 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.