Physician Wealth Advisors’s Iris Energy IREN Stock Holding History

Physician Wealth 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	$4.57K	Buy	100 +23	+30%	+$1.2K	﹤0.01%	1139
2026 Q1	$2.64K	Hold	77	–	–	﹤0.01%	1236
2025 Q4	$2.91K	Hold	77	–	–	﹤0.01%	1141
2025 Q3	$3.61K	Hold	77	–	–	﹤0.01%	1018
2025 Q2	$1.12K	Buy	+77	New	+$625	﹤0.01%	1328

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

Physician Wealth Advisors's IREN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Iris Energy (IREN) stake by 30% in Q2 2026, buying an estimated $1.2K and bringing the position to 100 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Physician Wealth Advisors first reported a position in IREN in Q2 2025 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Physician Wealth Advisors held 100 shares of Iris Energy worth $4.57K as of Q2 2026.
Physician Wealth Advisors bought 23 Iris Energy shares in Q2 2026, an estimated $1.2K.
Iris Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1139 holding.
Physician Wealth Advisors first reported a position in Iris Energy in Q2 2025 and has held it in 5 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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