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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
Q1 		$492K Buy
+14,350
New +$648K 0.03% 190

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's IREN Position: Q1 2026 in Review

SFMG Wealth Advisors opened a new position in Iris Energy (IREN) in Q1 2026: 14,350 shares worth $492K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings.

501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • SFMG Wealth Advisors held 14,350 shares of Iris Energy worth $492K as of Q1 2026.
  • Iris Energy was a new SFMG Wealth Advisors position in Q1 2026.
  • Iris Energy made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #190 holding.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.