UFPG
IREN icon

United Financial Planning Group’s Iris Energy IREN Stock Holding History

United Financial Planning 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 		$915 Buy
+20
New +$1.04K ﹤0.01% 452

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's IREN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Iris Energy (IREN) in Q2 2026: 20 shares worth $915. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • United Financial Planning Group held 20 shares of Iris Energy worth $915 as of Q2 2026.
  • Iris Energy was a new United Financial Planning Group position in Q2 2026.
  • Iris Energy made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #452 holding.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.