Kestra Advisory Services’s Iris Energy IREN Stock Holding History

Kestra Advisory Services’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	$2.91M	Buy	63,631 +17,943	+39%	+$933K	0.01%	1134
2026 Q1	$1.57M	Buy	45,688 +6,968	+18%	+$315K	0.01%	1452
2025 Q4	$1.46M	Buy	38,720 +11,908	+44%	+$614K	0.01%	1408
2025 Q3	$1.26M	Buy	26,812 +4,854	+22%	+$118K	0.01%	1438
2025 Q2	$320K	Sell	21,958 -6,734	-23%	-$54.7K	﹤0.01%	2294
2025 Q1	$175K	Buy	28,692 +8,024	+39%	+$78.1K	﹤0.01%	2504
2024 Q4	$203K	Buy	+20,668	New	+$220K	﹤0.01%	2477

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kestra Advisory Services's IREN Position: Q2 2026 in Review

Kestra Advisory Services increased its Iris Energy (IREN) stake by 39% in Q2 2026, buying an estimated $933K and bringing the position to 63,631 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #1134.

Kestra Advisory Services first reported a position in IREN in Q4 2024 and has held it in 7 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Kestra Advisory Services held 63,631 shares of Iris Energy worth $2.91M as of Q2 2026.
Kestra Advisory Services bought 17,943 Iris Energy shares in Q2 2026, an estimated $933K.
Iris Energy made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1134 holding.
Kestra Advisory Services first reported a position in Iris Energy in Q4 2024 and has held it in 7 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.