Kozak & Associates’s Iris Energy IREN Stock Holding History

Kozak & Associates’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	$19.5K	Hold	450	–	–	﹤0.01%	213
2026 Q1	$19.4K	Buy	450 +300	+200%	+$13.5K	﹤0.01%	202
2025 Q4	$6.91K	Buy	+150	New	+$7.74K	﹤0.01%	281

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

Kozak & Associates's IREN Position: Q2 2026 in Review

Kozak & Associates held its Iris Energy (IREN) position steady in Q2 2026 at 450 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Kozak & Associates first reported a position in IREN in Q4 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Kozak & Associates held 450 shares of Iris Energy worth $19.5K as of Q2 2026.
Kozak & Associates left its Iris Energy share count unchanged in Q2 2026.
Iris Energy made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #213 holding.
Kozak & Associates first reported a position in Iris Energy in Q4 2025 and has held it in 3 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.