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Great Valley Advisor Group’s Iris Energy IREN Stock Holding History

Great Valley Advisor Group’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 		$292K Sell
6,380
-241
-4% -$12.5K ﹤0.01% 860
2026
Q1 		$227K Buy
+6,621
New +$299K ﹤0.01% 907

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

Great Valley Advisor Group's IREN Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Iris Energy (IREN) stake by 3.6% in Q2 2026, selling an estimated $12.5K and leaving 6,380 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Great Valley Advisor Group first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Great Valley Advisor Group held 6,380 shares of Iris Energy worth $292K as of Q2 2026.
  • Great Valley Advisor Group sold 241 Iris Energy shares in Q2 2026, an estimated $12.5K.
  • Iris Energy made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #860 holding.
  • Great Valley Advisor Group first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.