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Toth Financial Advisory’s Iris Energy IREN Stock Holding History

Toth Financial Advisory’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
Q3 		$2.04K Hold
50
– – ﹤0.01% 794
2026
Q2 		$2.29K Hold
50
– – ﹤0.01% 736
2026
Q1 		$1.71K Buy
+50
New +$2.26K ﹤0.01% 734

Other funds holding IREN

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Toth Financial Advisory's IREN Position: Q3 2026 in Review

Toth Financial Advisory held its Iris Energy (IREN) position steady in Q3 2026 at 50 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Toth Financial Advisory first reported a position in IREN in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.29K in Q2 2026. 25 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Toth Financial Advisory held 50 shares of Iris Energy worth $2.04K as of Q3 2026.
  • Toth Financial Advisory left its Iris Energy share count unchanged in Q3 2026.
  • Iris Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #794 holding.
  • Toth Financial Advisory first reported a position in Iris Energy in Q1 2026 and has held it in 3 quarters since.
  • Toth Financial Advisory's Iris Energy position peaked at $2.29K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.