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Smallwood Wealth Investment Management’s Iris Energy IREN Stock Holding History

Smallwood Wealth Investment Management’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 		$1.37K Buy
30
+2
+7% +$104 ﹤0.01% 419
2026
Q1 		$959 Hold
28
– – ﹤0.01% 437
2025
Q4 		$1.06K Sell
28
-2
-7% -$103 ﹤0.01% 429
2025
Q3 		$1.41K Buy
+30
New +$729 ﹤0.01% 412

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smallwood Wealth Investment Management's IREN Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Iris Energy (IREN) stake by 7.1% in Q2 2026, buying an estimated $104 and bringing the position to 30 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Smallwood Wealth Investment Management first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41K in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Smallwood Wealth Investment Management held 30 shares of Iris Energy worth $1.37K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 2 Iris Energy shares in Q2 2026, an estimated $104.
  • Iris Energy made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #419 holding.
  • Smallwood Wealth Investment Management first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Iris Energy position peaked at $1.41K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.