Lauer Wealth’s Iris Energy IREN Stock Holding History

Lauer Wealth’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 Q3	$308K	Sell	8,620 -15,085	-64%	-$619K	0.19%	66
2026 Q2	$915K	Buy	+23,705	New	+$1.23M	0.55%	28

Other funds holding IREN

RCP

RPM Capital Partners New York $18.1M AUM 30.1% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Vima LLC Troy, Michigan $97.9M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Lauer Wealth's IREN Position: Q3 2026 in Review

Lauer Wealth reduced its Iris Energy (IREN) stake by 64% in Q3 2026, selling an estimated $619K and leaving 8,620 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #66.

Lauer Wealth first reported a position in IREN in Q2 2026 and has held it in 2 quarters since. The position peaked at $915K in Q2 2026. 131 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

Lauer Wealth held 8,620 shares of Iris Energy worth $308K as of Q3 2026.
Lauer Wealth sold 15,085 Iris Energy shares in Q3 2026, an estimated $619K.
Iris Energy made up 0.19% of Lauer Wealth's portfolio in Q3 2026, its #66 holding.
Lauer Wealth first reported a position in Iris Energy in Q2 2026 and has held it in 2 quarters since.
Lauer Wealth's Iris Energy position peaked at $915K in Q2 2026.
131 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.