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Mission Wealth Management’s Iris Energy IREN Stock Holding History

Mission Wealth Management’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 		$719K Buy
+15,729
New +$818K 0.01% 569
2025
Q4 		– Sell
-21,000
Closed -$986K – 746
2025
Q3 		$986K Buy
+21,000
New +$510K 0.02% 336

Other funds holding IREN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Mission Wealth Management's IREN Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Iris Energy (IREN) in Q2 2026: 15,729 shares worth $719K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in IREN as recently as Q3 2025.

Mission Wealth Management first reported a position in IREN in Q3 2025 and has held it in 2 quarters since. The position peaked at $986K in Q3 2025. 69 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Mission Wealth Management held 15,729 shares of Iris Energy worth $719K as of Q2 2026.
  • Iris Energy was a new Mission Wealth Management position in Q2 2026.
  • Iris Energy made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Mission Wealth Management first reported a position in Iris Energy in Q3 2025 and has held it in 2 quarters since.
  • Mission Wealth Management's Iris Energy position peaked at $986K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.