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Independent Financial Group’s Iris Energy IREN Stock Holding History

Independent Financial 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 		$1.07M Sell
23,408
-12,081
-34% -$628K 0.02% 658
2026
Q1 		$1.22M Buy
35,489
+8,765
+33% +$396K 0.03% 552
2025
Q4 		$1.01M Buy
26,724
+12,847
+93% +$663K 0.02% 613
2025
Q3 		$651K Buy
+13,877
New +$337K 0.02% 743

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

Independent Financial Group's IREN Position: Q2 2026 in Review

Independent Financial Group reduced its Iris Energy (IREN) stake by 34% in Q2 2026, selling an estimated $628K and leaving 23,408 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #658.

Independent Financial Group first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Independent Financial Group held 23,408 shares of Iris Energy worth $1.07M as of Q2 2026.
  • Independent Financial Group sold 12,081 Iris Energy shares in Q2 2026, an estimated $628K.
  • Iris Energy made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #658 holding.
  • Independent Financial Group first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Iris Energy position peaked at $1.22M in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.