Peterson Wealth Services
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Peterson Wealth Services’s Iris Energy IREN Stock Holding History

Peterson Wealth Services’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 		$1.05M Buy
25,607
+2,465
+11% +$101K 0.22% 72
2026
Q2 		$1.06M Buy
23,142
+3,206
+16% +$167K 0.23% 74
2026
Q1 		$683K Buy
19,936
+2,519
+14% +$114K 0.17% 81
2025
Q4 		$658K Buy
17,417
+17,234
+9,417% +$889K 0.17% 81
2025
Q3 		$15.9K Buy
+183
New +$4.44K ﹤0.01% 180

Other funds holding IREN

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Peterson Wealth Services's IREN Position: Q3 2026 in Review

Peterson Wealth Services increased its Iris Energy (IREN) stake by 11% in Q3 2026, buying an estimated $101K and bringing the position to 25,607 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #72.

Peterson Wealth Services first reported a position in IREN in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2026. 298 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Peterson Wealth Services held 25,607 shares of Iris Energy worth $1.05M as of Q3 2026.
  • Peterson Wealth Services bought 2,465 Iris Energy shares in Q3 2026, an estimated $101K.
  • Iris Energy made up 0.22% of Peterson Wealth Services's portfolio in Q3 2026, its #72 holding.
  • Peterson Wealth Services first reported a position in Iris Energy in Q3 2025 and has held it in 5 quarters since.
  • Peterson Wealth Services's Iris Energy position peaked at $1.06M in Q2 2026.
  • 298 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.