Walser Wealth Management’s Iris Energy IREN Stock Holding History

Walser 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 Q1	–	Sell	-6,503	Closed	-$246K	–	195
2025 Q4	$246K	Buy	+6,503	New	+$335K	0.13%	117

Other funds holding IREN

Defiance ETFs New York $7.37B AUM

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walser Wealth Management's IREN Position: Q1 2026 in Review

Walser Wealth Management sold out of Iris Energy (IREN) in Q1 2026, closing a stake of 6,503 shares — an estimated $246K sold.

Walser Wealth Management first reported a position in IREN in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 503 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

Walser Wealth Management reported no remaining Iris Energy position as of Q1 2026 after selling out during the quarter.
Walser Wealth Management sold 6,503 Iris Energy shares in Q1 2026, an estimated $246K.
Walser Wealth Management first reported a position in Iris Energy in Q4 2025 and held it in 1 quarter.
Walser Wealth Management's Iris Energy position peaked at $246K in Q4 2025.
503 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.