Summit Securities Group’s Iris Energy IREN Stock Holding History

Summit Securities Group’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	$2.33M	Buy	51,000 +16,000	+46%	+$832K	0.22%	64
2026 Q1	$1.2M	Sell	35,000 -5,000	-13%	-$226K	0.15%	77
2025 Q4	$1.51M	Hold	40,000	–	–	0.2%	90
2025 Q3	$1.88M	Hold	40,000	–	–	0.39%	60
2025 Q2	$583K	Hold	40,000	–	–	0.11%	138
2025 Q1	$244K	Sell	40,000 -35,000	-47%	-$341K	0.04%	159
2024 Q4	$737K	Hold	75,000	–	–	0.15%	95
2024 Q3	$633K	Buy	+75,000	New	+$689K	0.17%	84

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

Summit Securities Group's IREN Position: Q2 2026 in Review

Summit Securities Group reduced its Iris Energy (IREN) stake by 9.3% in Q2 2026, selling an estimated $134K and leaving 25,200 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #105.

Summit Securities Group first reported a position in IREN in Q4 2024 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Summit Securities Group held 25,200 shares of Iris Energy worth $1.15M as of Q2 2026.
Summit Securities Group sold 2,575 Iris Energy shares in Q2 2026, an estimated $134K.
Iris Energy made up 0.11% of Summit Securities Group's portfolio in Q2 2026, its #105 holding.
Summit Securities Group first reported a position in Iris Energy in Q4 2024 and has held it in 5 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.