FRG Family Wealth Advisors’s Iris Energy IREN Stock Holding History

FRG Family 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 Q1	$292K	Buy	8,532 +2,810	+49%	+$127K	0.05%	141
2025 Q4	$216K	Buy	+5,722	New	+$295K	0.03%	156

Other funds holding IREN

Defiance ETFs New York $6.98B AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's IREN Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Iris Energy (IREN) stake by 49% in Q1 2026, buying an estimated $127K and bringing the position to 8,532 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #141.

FRG Family Wealth Advisors first reported a position in IREN in Q4 2025 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

FRG Family Wealth Advisors held 8,532 shares of Iris Energy worth $292K as of Q1 2026.
FRG Family Wealth Advisors bought 2,810 Iris Energy shares in Q1 2026, an estimated $127K.
Iris Energy made up 0.05% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #141 holding.
FRG Family Wealth Advisors first reported a position in Iris Energy in Q4 2025 and has held it in 2 quarters since.
501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.