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Kerr Financial Planning’s Iris Energy IREN Stock Holding History

Kerr Financial Planning’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 		$1.88K Sell
41
-24
-37% -$1.25K ﹤0.01% 467
2026
Q1 		$2.85K Sell
65
-51
-44% -$2.3K ﹤0.01% 442
2025
Q4 		$4.8K Buy
116
+35
+43% +$1.81K 0.01% 419
2025
Q3 		$3.91K Buy
+81
New +$1.97K 0.01% 433

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

Kerr Financial Planning's IREN Position: Q2 2026 in Review

Kerr Financial Planning reduced its Iris Energy (IREN) stake by 37% in Q2 2026, selling an estimated $1.25K and leaving 41 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Kerr Financial Planning first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.8K in Q4 2025. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Kerr Financial Planning held 41 shares of Iris Energy worth $1.88K as of Q2 2026.
  • Kerr Financial Planning sold 24 Iris Energy shares in Q2 2026, an estimated $1.25K.
  • Iris Energy made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #467 holding.
  • Kerr Financial Planning first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Iris Energy position peaked at $4.8K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.