LPL Financial
IREN icon

LPL Financial’s Iris Energy IREN Stock Holding History

LPL Financial’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 		$34.3M Buy
749,513
+232,879
+45% +$12.1M 0.01% 1220
2026
Q1 		$17.7M Buy
516,634
+122,767
+31% +$5.54M ﹤0.01% 1554
2025
Q4 		$14.9M Buy
393,867
+111,699
+40% +$5.76M ﹤0.01% 1616
2025
Q3 		$13.2M Buy
282,168
+187,048
+197% +$4.54M ﹤0.01% 1642
2025
Q2 		$1.39M Buy
95,120
+33,006
+53% +$268K ﹤0.01% 3456
2025
Q1 		$378K Buy
62,114
+23,561
+61% +$229K ﹤0.01% 4405
2024
Q4 		$379K Sell
38,553
-20,474
-35% -$218K ﹤0.01% 4329
2024
Q3 		$498K Buy
59,027
+45,021
+321% +$414K ﹤0.01% 4002
2024
Q2 		$158K Buy
+14,006
New +$105K ﹤0.01% 4638

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LPL Financial's IREN Position: Q2 2026 in Review

LPL Financial increased its Iris Energy (IREN) stake by 45% in Q2 2026, buying an estimated $12.1M and bringing the position to 749,513 shares worth $34.3M. The position accounts for 0.01% of the portfolio, ranked #1220.

LPL Financial first reported a position in IREN in Q2 2024 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • LPL Financial held 749,513 shares of Iris Energy worth $34.3M as of Q2 2026.
  • LPL Financial bought 232,879 Iris Energy shares in Q2 2026, an estimated $12.1M.
  • Iris Energy made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1220 holding.
  • LPL Financial first reported a position in Iris Energy in Q2 2024 and has held it in 9 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.