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Valeo Financial Advisors’s Iris Energy IREN Stock Holding History

Valeo Financial Advisors’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 		$265K Buy
+6,481
New +$266K 0.01% 675
2025
Q2 		– Sell
-15,000
Closed -$91.3K – 803
2025
Q1 		$91.3K Buy
+15,000
New +$146K ﹤0.01% 662

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

Valeo Financial Advisors's IREN Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Iris Energy (IREN) in Q3 2026: 6,481 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IREN as recently as Q1 2025.

Valeo Financial Advisors first reported a position in IREN in Q1 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

  • Valeo Financial Advisors held 6,481 shares of Iris Energy worth $265K as of Q3 2026.
  • Iris Energy was a new Valeo Financial Advisors position in Q3 2026.
  • Iris Energy made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #675 holding.
  • Valeo Financial Advisors first reported a position in Iris Energy in Q1 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

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