RFG Advisory’s Iris Energy IREN Stock Holding History

RFG Advisory’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	$304K	Buy	6,654 +708	+12%	+$36.8K	﹤0.01%	942
2026 Q1	$204K	Buy	+5,946	New	+$268K	﹤0.01%	1004

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

RFG Advisory's IREN Position: Q2 2026 in Review

RFG Advisory increased its Iris Energy (IREN) stake by 12% in Q2 2026, buying an estimated $36.8K and bringing the position to 6,654 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

RFG Advisory first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

RFG Advisory held 6,654 shares of Iris Energy worth $304K as of Q2 2026.
RFG Advisory bought 708 Iris Energy shares in Q2 2026, an estimated $36.8K.
Iris Energy made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #942 holding.
RFG Advisory first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.