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Kingswood Wealth Advisors’s Iris Energy IREN Stock Holding History

Kingswood Wealth 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 		$618K Buy
13,514
+2,204
+19% +$115K 0.02% 550
2026
Q1 		$388K Buy
+11,310
New +$511K 0.02% 629

Other funds holding IREN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Kingswood Wealth Advisors's IREN Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Iris Energy (IREN) stake by 19% in Q2 2026, buying an estimated $115K and bringing the position to 13,514 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #550.

Kingswood Wealth Advisors first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Kingswood Wealth Advisors held 13,514 shares of Iris Energy worth $618K as of Q2 2026.
  • Kingswood Wealth Advisors bought 2,204 Iris Energy shares in Q2 2026, an estimated $115K.
  • Iris Energy made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #550 holding.
  • Kingswood Wealth Advisors first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.