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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
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

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

Summit Securities Group's IREN Position: Q1 2026 in Review

Summit Securities Group increased its Iris Energy (IREN) stake by 142% in Q1 2026, buying an estimated $735K and bringing the position to 27,775 shares worth $952K. The position accounts for 0.12% of the portfolio, ranked #98.

Summit Securities Group first reported a position in IREN in Q4 2024 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Summit Securities Group held 27,775 shares of Iris Energy worth $952K as of Q1 2026.
  • Summit Securities Group bought 16,275 Iris Energy shares in Q1 2026, an estimated $735K.
  • Iris Energy made up 0.12% of Summit Securities Group's portfolio in Q1 2026, its #98 holding.
  • Summit Securities Group first reported a position in Iris Energy in Q4 2024 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.