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Kestra Private Wealth Services’s Iris Energy IREN Stock Holding History

Kestra Private Wealth 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 		$1.15M Buy
25,127
+1,690
+7% +$87.9K 0.01% 829
2026
Q1 		$803K Buy
23,437
+11,987
+105% +$541K 0.01% 959
2025
Q4 		$432K Buy
+11,450
New +$591K 0.01% 1248

Other funds holding IREN

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Kestra Private Wealth Services's IREN Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Iris Energy (IREN) stake by 7.2% in Q2 2026, buying an estimated $87.9K and bringing the position to 25,127 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #829.

Kestra Private Wealth Services first reported a position in IREN in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Kestra Private Wealth Services held 25,127 shares of Iris Energy worth $1.15M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,690 Iris Energy shares in Q2 2026, an estimated $87.9K.
  • Iris Energy made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #829 holding.
  • Kestra Private Wealth Services first reported a position in Iris Energy in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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