Modern Wealth Management’s Iris Energy IREN Stock Holding History

Modern 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	$408K	Buy	+8,929	New	+$464K	﹤0.01%	776

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

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

Modern Wealth Management opened a new position in Iris Energy (IREN) in Q2 2026: 8,929 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Modern Wealth Management held 8,929 shares of Iris Energy worth $408K as of Q2 2026.
Iris Energy was a new Modern Wealth Management position in Q2 2026.
Iris Energy made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #776 holding.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.