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Tradition Wealth Management’s Iris Energy IREN Stock Holding History

Tradition Wealth 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
Q1 		$632K Buy
18,449
+4,612
+33% +$208K 0.05% 253
2025
Q4 		$523K Buy
13,837
+1,310
+10% +$67.6K 0.04% 280
2025
Q3 		$588K Buy
+12,527
New +$304K 0.04% 255

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

Tradition Wealth Management's IREN Position: Q1 2026 in Review

Tradition Wealth Management increased its Iris Energy (IREN) stake by 33% in Q1 2026, buying an estimated $208K and bringing the position to 18,449 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #253.

Tradition Wealth Management first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Tradition Wealth Management held 18,449 shares of Iris Energy worth $632K as of Q1 2026.
  • Tradition Wealth Management bought 4,612 Iris Energy shares in Q1 2026, an estimated $208K.
  • Iris Energy made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Tradition Wealth Management first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.