PlanVest Financial’s Iris Energy IREN Stock Holding History

PlanVest 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	$732	Buy	+16	New	+$832	﹤0.01%	554

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PlanVest Financial's IREN Position: Q2 2026 in Review

PlanVest Financial opened a new position in Iris Energy (IREN) in Q2 2026: 16 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings.

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

PlanVest Financial held 16 shares of Iris Energy worth $732 as of Q2 2026.
Iris Energy was a new PlanVest Financial position in Q2 2026.
Iris Energy made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #554 holding.
629 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.