VisionPoint Advisory Group’s Iris Energy IREN Stock Holding History

VisionPoint Advisory 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	$1.22M	Buy	26,684 +760	+3%	+$39.5K	0.2%	117
2026 Q1	$889K	Sell	25,924 -10,509	-29%	-$474K	0.17%	140
2025 Q4	$1.38M	Sell	36,433 -28,877	-44%	-$1.49M	0.27%	95
2025 Q3	$3.06M	Sell	65,310 -18,013	-22%	-$437K	0.61%	38
2025 Q2	$1.21M	Buy	+83,323	New	+$677K	0.26%	103
2025 Q1	–	Sell	-45,373	Closed	-$475K	–	257
2024 Q4	$475K	Buy	+45,373	New	+$484K	0.16%	115

Other funds holding IREN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

VisionPoint Advisory Group's IREN Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Iris Energy (IREN) stake by 2.9% in Q2 2026, buying an estimated $39.5K and bringing the position to 26,684 shares worth $1.22M. The position accounts for 0.2% of the portfolio, ranked #117.

VisionPoint Advisory Group first reported a position in IREN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q3 2025. 64 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

VisionPoint Advisory Group held 26,684 shares of Iris Energy worth $1.22M as of Q2 2026.
VisionPoint Advisory Group bought 760 Iris Energy shares in Q2 2026, an estimated $39.5K.
Iris Energy made up 0.2% of VisionPoint Advisory Group's portfolio in Q2 2026, its #117 holding.
VisionPoint Advisory Group first reported a position in Iris Energy in Q4 2024 and has held it in 6 quarters since.
VisionPoint Advisory Group's Iris Energy position peaked at $3.06M in Q3 2025.
64 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.