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Venturi Wealth Management’s Iris Energy IREN Stock Holding History

Venturi 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 		$232K Sell
5,081
-1,358
-21% -$70.6K 0.01% 570
2026
Q1 		$221K Buy
+6,439
New +$291K 0.01% 547

Other funds holding IREN

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

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

Venturi Wealth Management reduced its Iris Energy (IREN) stake by 21% in Q2 2026, selling an estimated $70.6K and leaving 5,081 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #570.

Venturi Wealth Management first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Venturi Wealth Management held 5,081 shares of Iris Energy worth $232K as of Q2 2026.
  • Venturi Wealth Management sold 1,358 Iris Energy shares in Q2 2026, an estimated $70.6K.
  • Iris Energy made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Venturi Wealth Management first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.