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NewEdge Advisors’s Iris Energy IREN Stock Holding History

NewEdge Advisors’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 		$5.42M Buy
118,577
+89,116
+302% +$4.63M 0.02% 742
2026
Q1 		$1.01M Buy
29,461
+1,588
+6% +$71.7K ﹤0.01% 1502
2025
Q4 		$1.05M Buy
27,873
+2,289
+9% +$118K ﹤0.01% 1457
2025
Q3 		$1.2M Sell
25,584
-17,697
-41% -$430K 0.01% 1291
2025
Q2 		$631K Buy
43,281
+30,736
+245% +$250K ﹤0.01% 1558
2025
Q1 		$76.4K Sell
12,545
-92,727
-88% -$903K ﹤0.01% 2390
2024
Q4 		$1.03M Buy
105,272
+50,090
+91% +$534K 0.01% 1146
2024
Q3 		$466K Buy
+55,182
New +$507K ﹤0.01% 1517
2024
Q2 		– Sell
-1
Closed -$5 – 3899
2024
Q1 		$5 Sell
1
-17,880
-100% -$97.1K ﹤0.01% 3793
2023
Q4 		$90K Buy
+17,881
New +$76.9K ﹤0.01% 1985

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

NewEdge Advisors's IREN Position: Q2 2026 in Review

NewEdge Advisors increased its Iris Energy (IREN) stake by 302% in Q2 2026, buying an estimated $4.63M and bringing the position to 118,577 shares worth $5.42M. The position accounts for 0.02% of the portfolio, ranked #742.

NewEdge Advisors first reported a position in IREN in Q4 2023 and has held it in 10 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • NewEdge Advisors held 118,577 shares of Iris Energy worth $5.42M as of Q2 2026.
  • NewEdge Advisors bought 89,116 Iris Energy shares in Q2 2026, an estimated $4.63M.
  • Iris Energy made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #742 holding.
  • NewEdge Advisors first reported a position in Iris Energy in Q4 2023 and has held it in 10 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.