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J.W. Cole Advisors’s Iris Energy IREN Stock Holding History

J.W. Cole 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 		$1.77M Buy
38,801
+1,358
+4% +$70.6K 0.03% 544
2026
Q1 		$1.28M Sell
37,443
-5,153
-12% -$233K 0.04% 326
2025
Q4 		$543K Sell
42,596
-65,380
-61% -$3.37M 0.01% 864
2025
Q3 		$5.07M Buy
107,976
+68,726
+175% +$1.67M 0.1% 210
2025
Q2 		$572K Buy
+39,250
New +$319K 0.01% 873

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

J.W. Cole Advisors's IREN Position: Q2 2026 in Review

J.W. Cole Advisors increased its Iris Energy (IREN) stake by 3.6% in Q2 2026, buying an estimated $70.6K and bringing the position to 38,801 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #544.

J.W. Cole Advisors first reported a position in IREN in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.07M in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • J.W. Cole Advisors held 38,801 shares of Iris Energy worth $1.77M as of Q2 2026.
  • J.W. Cole Advisors bought 1,358 Iris Energy shares in Q2 2026, an estimated $70.6K.
  • Iris Energy made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #544 holding.
  • J.W. Cole Advisors first reported a position in Iris Energy in Q2 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Iris Energy position peaked at $5.07M in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.