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Phoenix Financial’s Iris Energy IREN Stock Holding History

Phoenix 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 		$449K Buy
9,850
+1,600
+19% +$83.2K ﹤0.01% 355
2026
Q1 		$283K Sell
8,250
-2,611
-24% -$118K ﹤0.01% 398
2025
Q4 		$410K Sell
10,861
-98
-0.9% -$5.05K ﹤0.01% 323
2025
Q3 		$515K Sell
10,959
-26,305
-71% -$639K 0.01% 295
2025
Q2 		$543K Sell
37,264
-23,726
-39% -$193K 0.01% 278
2025
Q1 		$373K Buy
60,990
+12,431
+26% +$121K 0.01% 276
2024
Q4 		$477K Buy
48,559
+14,021
+41% +$149K 0.01% 263
2024
Q3 		$292K Buy
34,538
+15,538
+82% +$143K ﹤0.01% 299
2024
Q2 		$224K Sell
19,000
-10,238
-35% -$76.7K ﹤0.01% 313
2024
Q1 		$157K Buy
29,238
+10,571
+57% +$57.4K ﹤0.01% 389
2023
Q4 		$159K Buy
+18,667
New +$80.3K ﹤0.01% 311

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's IREN Position: Q2 2026 in Review

Phoenix Financial increased its Iris Energy (IREN) stake by 19% in Q2 2026, buying an estimated $83.2K and bringing the position to 9,850 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Phoenix Financial first reported a position in IREN in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q2 2025. 679 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Phoenix Financial held 9,850 shares of Iris Energy worth $449K as of Q2 2026.
  • Phoenix Financial bought 1,600 Iris Energy shares in Q2 2026, an estimated $83.2K.
  • Iris Energy made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #355 holding.
  • Phoenix Financial first reported a position in Iris Energy in Q4 2023 and has held it in 11 quarters since.
  • Phoenix Financial's Iris Energy position peaked at $543K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.