Root Financial Partners’s Iris Energy IREN Stock Holding History

Root Financial Partners’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	–	Sell	-4	Closed	-$137	–	1789
2026 Q1	$137	Hold	4	–	–	﹤0.01%	3225
2025 Q4	$151	Buy	+4	New	+$206	﹤0.01%	2308

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

Root Financial Partners's IREN Position: Q2 2026 in Review

Root Financial Partners sold out of Iris Energy (IREN) in Q2 2026, closing a stake of 4 shares — an estimated $137 sold.

Root Financial Partners first reported a position in IREN in Q4 2025 and held it in 2 quarters. The position peaked at $151 in Q4 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Root Financial Partners reported no remaining Iris Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4 Iris Energy shares in Q2 2026, an estimated $137.
Root Financial Partners first reported a position in Iris Energy in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Iris Energy position peaked at $151 in Q4 2025.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.