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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 		$9.15K Buy
+200
New +$10.4K ﹤0.01% 1124

Other funds holding IREN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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. 64 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.
  • 64 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.