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 Q2	$936K	Buy	20,461 +2,012	+11%	+$105K	0.06%	221
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

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

Tradition Wealth Management's IREN Position: Q2 2026 in Review

Tradition Wealth Management increased its Iris Energy (IREN) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 20,461 shares worth $936K. The position accounts for 0.06% of the portfolio, ranked #221.

Tradition Wealth Management first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. 678 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Tradition Wealth Management held 20,461 shares of Iris Energy worth $936K as of Q2 2026.
Tradition Wealth Management bought 2,012 Iris Energy shares in Q2 2026, an estimated $105K.
Iris Energy made up 0.06% of Tradition Wealth Management's portfolio in Q2 2026, its #221 holding.
Tradition Wealth Management first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
678 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.