Wealth Enhancement Advisory Services
IREN icon

Wealth Enhancement Advisory Services’s Iris Energy IREN Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-2,500
Closed -$4.55K – 3035
2024
Q3 		$4.55K Buy
+2,500
New +$23K ﹤0.01% 2751

Other funds holding IREN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's IREN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Iris Energy (IREN) stake by 1.8% in Q2 2026, selling an estimated $116K and leaving 123,751 shares worth $5.09M. The position accounts for 0.01% of the portfolio, ranked #991.

Wealth Enhancement Advisory Services first reported a position in IREN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.11M in Q3 2025. 320 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 123,751 shares of Iris Energy worth $5.09M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,234 Iris Energy shares in Q2 2026, an estimated $116K.
  • Iris Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #991 holding.
  • Wealth Enhancement Advisory Services first reported a position in Iris Energy in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Iris Energy position peaked at $7.11M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.