SFMG Wealth Advisors’s Iris Energy IREN Stock Holding History

SFMG 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	$564K	Sell	12,326 -2,024	-14%	-$105K	0.03%	182
2026 Q1	$492K	Buy	+14,350	New	+$648K	0.03%	190

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

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

SFMG Wealth Advisors reduced its Iris Energy (IREN) stake by 14% in Q2 2026, selling an estimated $105K and leaving 12,326 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #182.

SFMG Wealth Advisors first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

SFMG Wealth Advisors held 12,326 shares of Iris Energy worth $564K as of Q2 2026.
SFMG Wealth Advisors sold 2,024 Iris Energy shares in Q2 2026, an estimated $105K.
Iris Energy made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #182 holding.
SFMG Wealth Advisors first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.